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Stephen Decatur

Moors & Cabot, Inc.

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About Stephen Decatur

Stephen Decatur is a registered representative with Moors & Cabot, Inc., currently licensed in 31 states and active in Texas as an investment advisor representative. Stephen has been in the financial industry since June 2023. Stephen is a Series 7TO, SIE, and Series 66 licensed representative and has a broad range of experience in the industry, working with a wide variety of clients including individuals, corporations, and charitable organizations.

Firm Information

Stephen Decatur 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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Stephen Decatur’s Registration & Firm History

MA

12/22/2023 - Present

Moors & Cabot, Inc. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 12/21/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/23/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Stephen Decatur.
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