Gregory Coleman Fenton
Investment adviser representative at Cambridge Cape Cod Advisors, LLC
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$194.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Cambridge Cape Cod Advisors, LLCJan 1997 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (MA).
Cambridge Cape Cod Advisors, LLC
Legal name: Fenton Gregory Coleman
$194.8MAssets managed
123Clients
1Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1663005
- Firm CRD
- 133301