Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Cip Capital Management, LLC financial advisors in Cambridge, MA

Every SEC-registered investment adviser representative at a Cip Capital Management, LLC office in Cambridge, A to Z.

The short answer

3 registered advisors work at Cip Capital Management, LLC in Cambridge, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Cip Capital Management, LLC advisors in Cambridge, A to Z

Every Cip Capital Management, LLC advisor →

Cip Capital Management, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Cambridge

All Cambridge advisors →

Strategic Advisers LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Tiaa-Cref Individual & Institutional Services, LLC 10Gc Wealth Management Ria, LLC 7Davinci Capital Management, Inc. 6LPL Financial LLC 5Charles Schwab & Co., Inc. 4J.P. Morgan Securities LLC 3Pinney & Scofield, Inc. 3

Questions

How many financial advisors does Cip Capital Management, LLC have in Cambridge?

3 investment adviser representatives are registered at Cip Capital Management, LLC offices in Cambridge, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Cip Capital Management, LLC one of the largest advisor employers in Cambridge?

Cip Capital Management, LLC ranks number 8 in Cambridge by registered advisors; Strategic Advisers LLC has the most, with 22.

How do I check a Cip Capital Management, LLC advisor in Cambridge?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cip Capital Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.