Charles Fisher, financial advisor Boston MA

Charles Fisher

CRD Number: 6667170
Current Firm: Moors & Cabot, Inc.

Charles Fisher (CRD# 6667170) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Moors & Cabot Inc. Boston, MA May 2018 - Current 3
Mml Investors Services, LLC Boston, MA Apr 2017 - May 2018 1
Unemployed Boston, MA Nov 2016 - Mar 2017 < 1
Purshe Kaplan Sterling Investments Albany, NY Jun 2016 - Oct 2016 < 1
Mcadam LLC Boston, MA Jun 2016 - Oct 2016 < 1
Colby College French Department Waterville, ME Sep 2012 - May 2016 3
Gxt Green Inc. Billeria, MA Jun 2015 - Aug 2015 < 1
Boston Investment Advisers Boston, MA Jun 2013 - Aug 2013 < 1
Unemployed Boston, MA Jun 2012 - Sep 2012 < 1
Belmont High School Belmont, MA Aug 2006 - Jun 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Charles O. Fisher
Phone Number: 800-426-0501
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,258
    MILLIONS
  • Total Number of Accounts
    3,383
    ACCOUNTS
  • Average Account Value
    $667,444
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

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