Moors & Cabot, Inc.
Moors & Cabot, Inc. (CRD# 594) is a financial advisory firm headquartered in Boston, MA. They manage $2,492,384,191 in 4,119 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management2,492MILLION
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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
- Fixed fees (other than subscription fees)
- Commissions
- 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, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
Christopher Juall (CRD# 2170381) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Englewood, FL and has over 32 years of experience in the finance industry.
Kenneth Juall (CRD# 801749) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Englewood, FL and has over 39 years of experience in the finance industry.
Katherine Kelliher (CRD# 4146307) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 22 years of experience in the finance industry.
Robert Kelly (CRD# 5417918) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Naples, FL and has over 15 years of experience in the finance industry.
Shelagh Kinahan (CRD# 2971602) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Naples, FL and has over 23 years of experience in the finance industry.
Travis Koch (CRD# 4530099) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Naples, FL and has over 19 years of experience in the finance industry.
Daniel Krueger (CRD# 2273841) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Naples, FL and has over 30 years of experience in the finance industry.
Francis Kulak (CRD# 1494709) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Phoenix, AZ and has over 7 years of experience in the finance industry.
Sharon Kurgis (CRD# 1123345) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Naples, FL and has over 40 years of experience in the finance industry.
Michael Kurka (CRD# 2413833) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Alexandria, VA and has over 30 years of experience in the finance industry.