Patrick Daly
Financial advisor at Cambridge Trustee Advisors Inc · Cambridge, MA
Last updated 2026-10-10
Claim your profilePatrick Daly is a financial advisor at Cambridge Trustee Advisors Inc in Cambridge, MA, CRD 2579501. Licenses and exams on the registration: Series 65. IAPD registration began 1994-04-14.
Registration
- CRD number
- 2579501
- Registration status
- Active
- IAPD registration
- 1994-04-14
- Industry Experience
- 32 years
- States registered
- MA
Licenses and exams
- Series 65
Current employment
- Cambridge Trustee Advisors Inc · Westborough, MA
About
Patrick Daly is a financial advisor at Cambridge Trustee Advisors Inc in Cambridge, MA. Reported securities licenses include Series 65. The latest record indicates 32 years of industry experience.
Location
43 Thorndike Street, Cambridge, MA 02141
Official record
Are you Patrick Daly?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.