# CAMBRIDGE TRUSTEE ADVISORS INC

CAMBRIDGE TRUSTEE ADVISORS INC of WELLESLEY HILLS, MA is an SEC-registered investment adviser.

## Registration

- CRD: 106149
- Type: SEC-registered investment adviser
- SEC file number: 801-40583
- Location: 31 WASHINGTON ST, WELLESLEY HILLS, MA, 02481
- Phone: 978-368-1200
- Latest filing: 2026-03-17
- Regulatory AUM: $55.7M
- Discretionary AUM: $55.7M
- Clients: 3
- Accounts: 49

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Taylor S Leavitt | TREASURER/DIRECTOR; VICE PRESIDENT/DIRECTOR | SALT LAKE CITY, UT |
| Taylor Smith Leavitt | TREASURER/DIRECTOR; VICE PRESIDENT/DIRECTOR | — |
| TAYLOR DONALD JOHN | VICE-PRESIDENT/DIRECTOR | — |
| KRAFT DANIEL PHILLIPS | PRESIDENT/DIRECTOR | — |
| DALY PATRICK | CLERK/DIRECTOR; VICE PRESIDENT/DIRECTOR; VP/DIR/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106149/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106149/similar
- Related entities: https://search.stillhousedata.com/firm/106149/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106149

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.