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Scot Bennett Wilks

Moors & Cabot, Inc.

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About Scot Bennett Wilks

Scot Wilks is a financial advisor with over 15 years of experience in the industry. Scot has a Series 7 and Series 66 licenses, and is a Certified Financial Planner. Scot is currently registered with Moors & Cabot, Inc. and Eagleclaw Capital Management LLC. Scot provides financial planning, portfolio management, and selection of other advisors for individuals, businesses, corporations, and charitable organizations. Scot has previously worked for Fidelity Brokerage Services LLC, Fidelity Investments, Windham Capital Management LLC, and Fidelity Personal and Workplace Advisors.

Firm Information

Scot Wilks is currently registered with Moors & Cabot, Inc.. Moors & Cabot, Inc. is a corporation that provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They have been in business since 1978 and have offices in Boston, MA. They have over 200 employees and manage over $3 billion in assets. The firm is registered with the SEC and in all 50 states. They also participate in wrap fee programs.
Moors & Cabot, Inc.

ONE FEDERAL STREET

BOSTON, MA 02110

$3.09B

Assets Under Management

15

Total Clients

97

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scot Wilks’s Registration & Firm History

MA

01/02/2025 - Present

Moors & Cabot, Inc. (BOSTON MA)

MA

01/17/2012 - 01/05/2017

FIDELITY BROKERAGE SERVICES LLC (WESTWOOD MA)

MA

08/07/2008 - 01/05/2012

MOORS & CABOT, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 03/04/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Scot Bennett Wilks.
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