Mitsuo Eli Lockrow
Investment adviser representative at Cambridge Wealth Management, LLC
4 yearsExperience
2 statesRegistered in
$31.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
4 years in the industry.
- Cambridge Wealth Management, LLCOct 2014 to now
- Mutual Securities, Inc.Nov 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Cambridge Wealth Management, LLC
$31.8MAssets managed
26Clients
1Advisers
5 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
- 2640883
- Firm CRD
- 172938