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).

By the Numbers
  • Total Assets Under Management
    2,492
    MILLION
  • Total Number of Accounts
    4,119
    ACCOUNTS
  • Average Account Value
    $605,094
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Moors & Cabot, Inc.
Showing 51 - 60 of 67 top financial advisors.
51
James W. Pillow
CRD#: 2991508
941 West Morse Boulevard, Suite 125, Winter Park, FL 32789

James Pillow (CRD# 2991508) 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.

52
Thomas E. Powers
CRD#: 1464392
One Federal Street, 19th Floor, Boston, MA 02110

Thomas Powers (CRD# 1464392) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 33 years of experience in the finance industry.

53
David A. Robbins
CRD#: 5673670
645 East Missouri Avenue, Suite 170, Phoenix, AZ 85012

David Robbins (CRD# 5673670) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Phoenix, AZ and has over 14 years of experience in the finance industry.

54
Peter D. Scott
CRD#: 4616053
One Federal Street, 19th Floor, Boston, MA 02110

Peter Scott (CRD# 4616053) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 18 years of experience in the finance industry.

55
Yvonne L. Shanklin
CRD#: 5672177
One Federal Street, 19th Floor, Boston, MA 02110

Yvonne Shanklin (CRD# 5672177) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 14 years of experience in the finance industry.

56
John P. Sullivan
CRD#: 1391123
One Federal Street, 19th Floor, Boston, MA 02110

John Sullivan (CRD# 1391123) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 38 years of experience in the finance industry.

57
Peter M. Thorbahn
CRD#: 1320701
One Federal Street, 19th Floor, Boston, MA 02110

Peter Thorbahn (CRD# 1320701) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 38 years of experience in the finance industry.

58
Michael K. Warne
CRD#: 4596780
215 West Oak Street, Suite 1100, Fort Collins, CO 80521

Michael Warne (CRD# 4596780) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Fort Collins, CO and has over 21 years of experience in the finance industry.

59
Michael B. Wasserman
CRD#: 857492
One Federal Street, 19th Floor, Boston, MA 02110

Michael Wasserman (CRD# 857492) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 44 years of experience in the finance industry.

60
Charley Borek
CRD#: 7428576
One Federal Street, 19th Floor, Boston, MA 02110

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.

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