Phillip Robert Cheney
Investment adviser representative at Moors & Cabot, Inc
16 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
16 years in the industry.
- Moors & Cabot, Inc.Feb 2018 to now
- UnemployedDec 2017 to Feb 2018
- RBC Capital Markets, LLCJan 2010 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 2496092
- Firm CRD
- 594