Scott M Mccarthy
Investment adviser representative at Cambridge Advisors, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$46.5MFirm 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
- Pension consulting
Experience
20 years in the industry.
- Cambridge Consulting, Inc.Jul 2014 to now
- Cambridge Advisors, LLCSep 2011 to now
- Cadaret, Grant & Co., Inc.Apr 2008 to now
- Waterford AdvisorsJan 2006 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Cambridge Advisors, LLC
$46.5MAssets managed
61Clients
1Advisers
7 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
- 5084155
- Firm CRD
- 158928