Charles FisherCRD 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.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|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|
Total Assets Under Management2,258MILLIONS
Total Number of Accounts3,383ACCOUNTS
Average Account Value$667,444
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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