Andrew James Donahue
Investment adviser representative at Moors & Cabot, Inc
12 yearsExperience
1 stateRegistered in
$4BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Moors & Cabot, Inc.Aug 2023 to now
- Moors Cabot IncAug 2023 to now
- Measured Wealth Private Client Group, LLCMar 2022 to Aug 2023
- UnemployedOct 2019 to Mar 2022
- Boston Private Wealth LLCDec 2014 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NH).
Moors & Cabot, Inc
Legal name: Moors & Cabot, Inc.
$4BAssets managed
5,074Clients
79Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2012829
- Firm CRD
- 594