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Winfield Keys Mayne

Investment adviser representative at Moors & Cabot, Inc
22 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

22 years in the industry.

  1. Moors & Cabot, Inc.Dec 2023 to now
  2. First Citizens Investor Services, Inc.Jun 2004 to Dec 2023

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (NC).

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
4334505
Firm CRD
594
Advisor's SEC record (opens in a new tab)
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