David A Robbins
Investment adviser representative at Moors & Cabot, Inc
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4BFirm assets
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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.Jun 2019 to now
- Self EmployedJul 2014 to Jul 2018
- J.P. Morgan Securities LLCOct 2012 to Jun 2019
- JPMorgan Chase NAApr 2010 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5673670
- Firm CRD
- 594