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
Brian Cotroneo (CRD# 5329180) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Naples, FL and has over 3 years of experience in the finance industry.
Stephen Decatur (CRD# 6282534) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has 1 year of experience in the finance industry.
Jerry Diamantides (CRD# 6775782) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 6 years of experience in the finance industry.
Jonathan Engert (CRD# 5116530) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 17 years of experience in the finance industry.
Brice McMahon (CRD# 6397229) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 9 years of experience in the finance industry.
Erik Okeefe (CRD# 5027947) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Lockport, NY and has over 18 years of experience in the finance industry.
Ryan Tunison (CRD# 7113372) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Poland, OH and has over 4 years of experience in the finance industry.