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
Joseph Liotta (CRD# 1111188) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Northport, NY and has over 40 years of experience in the finance industry.
Callum Maclean (CRD# 2576933) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 29 years of experience in the finance industry.
Mark Magnusen (CRD# 5744384) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Englewood, FL and has over 14 years of experience in the finance industry.
Thomas Massey (CRD# 4338920) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Naples, FL and has over 22 years of experience in the finance industry.
Todd Mauerman (CRD# 1070495) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Westport, CT and has over 31 years of experience in the finance industry.
Winfield Mayne (CRD# 4334505) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Alexandria, VA and has over 19 years of experience in the finance industry.
Felix McCarthy (CRD# 325110) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Huntington Bay, NY and has over 44 years of experience in the finance industry.
Peter Medgyesy (CRD# 5234700) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Winter Park, FL and has over 17 years of experience in the finance industry.
Charles Murphy (CRD# 2105028) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Phoenix, AZ and has over 33 years of experience in the finance industry.
Robin Nelson (CRD# 1985051) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Winter Park, FL and has over 20 years of experience in the finance industry.