Advisor at Cambridge Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cambridge Financial Services
Location
Pelham, NH
Credentials
Series 63, Series 65
Industry experience
34 years
Robert Cryts is a financial advisor at Cambridge Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Investment Advisers LLC and Cetera Advisors LLC. He has been with Cambridge Financial Services since 1998. Cambridge Financial Services is an independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers personalized wealth management and financial planning, employing a low-turnover, buy-and-hold investment approach using mutual funds, ETFs, and select individual securities.
Based on Cambridge Financial Services
Based on Cambridge Financial Services
$50,000 - $100,000: 1.15% annually $100,001 - $500,000: 0.875% annually $500,001 - $1,000,000: 0.60% annually $1,000,000+: 0.325% annually
Account minimum: $50,000 Fee-only: Fee only advisory fees based on assets under management, no commissions charged.
Pelham, NH
Massachusetts
Cetera
2024 - Present (2 years)
Cetera Advisors LLC
2016 - Present (10 years)
Cambridge Financial Services
1998 - Present (28 years)
Investors Capital Corp.
1998 - 2016 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Chelmsford, MA
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Series 63, Series 65
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CFP®, ChFC®, Series 66
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Zen Financial Planning, LLC
Series 65
Nashua, NH
Nashua Capital Management LLC
CFP®, Series 65
Tyngsboro, MA
Hawthorne Wellman Financial Planning, LLC
ChFC®, Series 63
Nashua, NH
Family Investment Advisory, LLC
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