Charley Borek (CRD# 7428576) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 2 years of experience in the finance industry.
CRD# 4672511
Amundi Asset Management Us, Inc.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 6224921
Amundi Asset Management Us, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moors Cabot Inc. | Boston, MA | Jan 2023 - Current | 1 |
| Equitable Advisors, LLC | New York, NY | Aug 2021 - Jan 2023 | 1 |
| Unemployed | Raymond, NH | May 2021 - Aug 2021 | < 1 |
| Tufts University School Of Arts And Sciences | Medford, MA | Aug 2017 - May 2021 | 3 |
| Boston Private Wealth & Trust | Boston, MA | Jun 2020 - Sep 2020 | < 1 |
| Atlas Devices | Boston, MA | Jan 2020 - May 2020 | < 1 |
| Powderhouse Pub | Somerville, MA | May 2017 - May 2020 | 3 |
| Gentle Giant Moving Company | Portsmouth, NH | May 2018 - Sep 2018 | < 1 |
| Black Cow | Newburyport, MA | May 2018 - Sep 2018 | < 1 |
| Gordie's Team Camp | Providence, RI | Aug 2013 - Aug 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- TX
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Total Assets Under Management2,492MILLIONS
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Total Number of Accounts4,119ACCOUNTS
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Average Account Value$605,094
- A percentage of assets under your management
- Hourly charges
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- Pension consulting services
- Selection of other advisers (including private fund managers)
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