Merrill
41yrs
Top advisor by experience in Cambridge
33yrs
Patrick Daly
Financial advisor at Cambridge Trustee Advisors
Based in Cambridge, Massachusetts, Patrick Daly is a fiduciary financial advisor with 33 years of industry experience. Patrick has been with Cambridge Trustee Advisors since 1994. Cambridge Trustee Advisors offers investment management and is paid through a percentage of assets.
One of 104 advisors with offices in Cambridge, and one of 96 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 12% by experience in Cambridge
Office43 Thorndike Street, Cambridge, MA 02141
How the firm is paid ?Percent of assets
Typical client at the firm ?$832,420
Advisors at the firm4
States licensed ?1 state
Services through Cambridge Trustee Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 1994 – nowCambridge Trustee Advisors Inc.Current firm
Contact Patrick
(978) 368-1200Cambridge Trustee Advisors main office 43 Thorndike StreetCambridge, MA 02141Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Cambridge Trustee Advisors at (978) 368-1200 and ask for Patrick Daly. Patrick works from the Cambridge, MA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1994, about 33 years. Top 12% by experience in Cambridge.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Cambridge Trustee Advisors reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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