Tanner Ryan Welch

Investment adviser representative at Moors & Cabot, Inc

10 yearsExperience

1 stateRegistered in

$4BFirm assets

31 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

These describe the firm as a whole, not only this advisor.

10 years in the industry.

Moors & Cabot, Inc.Dec 2025 to now
UnemployedNov 2025 to Dec 2025
Purshe Kaplan Sterling InvestmentsSep 2021 to Dec 2023
Bcg Securities, Inc.Jul 2020 to Sep 2021
Pinnacle Peak Private Client Group, LLCJun 2020 to Nov 2025
J.P. Morgan Securites, LLCJun 2019 to Jun 2020
JPMorgan Chase Bank, N.A.Jun 2019 to Jun 2020
Openshaw Real Estate Group At Keller Williams Integrity FirstApr 2019 to Jun 2019
UnemployedMar 2019 to Apr 2019
Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2016 to Feb 2019
Door DashAug 2015 to Aug 2019

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

Legal name: Moors & Cabot, Inc.

$4BAssets managed

5,074Clients

79Advisers

31 yearsIn business

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.