Strategic Alliance & Technology

While Moors & Cabot retains the names and values of our two founders, our business is firmly rooted in the 21st century. Our clearing provider, First Clearing1 offers a depth of technology and services to rival any global investment services firm.

Learn about some of the Resources you will have access to through our relationship with First Clearing.

If you are interested in a quick overview of what Moors & Cabot Investments has to offer you, Explore our Fast Facts for Advisors.

1. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Moors & Cabot is an investment firm located in Boston, MA that specializes in wealth management, investment planning, futures investing, risk management, financial planning and financial advising.