Mitsuo
Lockrow
Cambridge Wealth Management, LLC
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About this Advisor
Mitsuo Lockrow is a financial advisor working in Cambridge, New York who has 4 years of industry experience. Lockrow is on the advisory team at Cambridge Wealth Management, LLC. Over the course of their career, they have held roles at Purshe Kaplan Sterling Investments, King Wealth Management, Ubs Financial Services Inc, Mutual Securities, Inc and Cambridge Wealth Management, LLC. Lockrow holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York and Texas. Cambridge Wealth Management, LLC is a financial advisory business that has its headquarters in Cambridge, NY. It oversees $26 million in assets under management among its 102 customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 102 client accounts, 65% are held by high-net-worth clients who have at least $1 million in assets. Cambridge Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees largely vary depending on which services the firm provides the client. However, fee types billed by Cambridge Wealth Management, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Wealth Management, LLC Brokerage Details
$25,551,202
1
102
$250,502
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Mitsuo Lockrow Work History
Mitsuo has been registered as a financial advisor for 4 years.*
Cambridge Wealth Management, LLC
Mutual Securities, Inc
Purshe Kaplan Sterling Investments
King Wealth Management
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mitsuo Lockrow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cambridge Wealth Management, LLC
Cambridge, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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