24 financial advisors & firms and 0 insurance agents verified near Cambridge, NY โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Cambridge, NY 12816 ยท Registered investment adviser ยท $32M AUM
CRD 172938 ยท verify at the regulator
RIA firm ยท Cambridge, NY 12816 ยท Registered investment adviser ยท $91M AUM
CRD 175019 ยท verify at the regulator
RIA firm ยท Cambridge, NY 12816 ยท Registered investment adviser ยท $27M AUM
CRD 291873 ยท verify at the regulator
RIA firm ยท North Bennington, VT 05257 ยท Registered investment adviser ยท $210M AUM
CRD 137038 ยท verify at the regulator
RIA firm ยท Bennington, VT 05201 ยท Registered investment adviser ยท $281M AUM
CRD 116302 ยท verify at the regulator
RIA firm ยท Manchester, VT 05254 ยท Registered investment adviser ยท $271M AUM
CRD 107896 ยท verify at the regulator
RIA firm ยท Manchester, VT 05254 ยท Registered investment adviser ยท $2.8B AUM
CRD 110003 ยท verify at the regulator
RIA firm ยท Saratoga Spring, NY 12866 ยท Registered investment adviser ยท $825M AUM
CRD 105696 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $49M AUM
CRD 124949 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $73M AUM
CRD 149365 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $422M AUM
CRD 150309 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $723M AUM
CRD 151237 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $346M AUM
CRD 152895 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $41M AUM
CRD 154517 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $1.1B AUM
CRD 159550 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $299M AUM
CRD 166276 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $612M AUM
CRD 174327 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $201M AUM
CRD 284218 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $1.5B AUM
CRD 289905 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $10M AUM
CRD 316056 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $72M AUM
CRD 316722 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $39M AUM
CRD 332411 ยท verify at the regulator
RIA firm ยท Saratoga Springs, NY 12866 ยท Registered investment adviser ยท $272M AUM
CRD 340266 ยท verify at the regulator
Advisor ยท Raymond James ยท Manchester Center, VT 05255 ยท Wealth management, Manchester Center
Verified advisors and insurance agents in the places closest to Cambridge, NY.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing โ always confirm licensure directly with the regulator.