top of page



Registered Representative

team_icon - white.png
On a Team
Connect with
linkedIn_icon - Transparent.png
facebook_icon - white.png
twitter_icon - white.png
Access My CircleBlack Portal
What's My Risk Score?
Schedule a Meeting
Upcoming Events

Joseph A. Liotta joined Moors & Cabot in the summer of 2015 and has over 35 years of experience as a financial advisor. He began his career with Prudential Securities in 1983 and became a CFP® certificant in 1989. Joe earned his B.S. in Business Administration from Christian Brothers University and has also studied at New York Institute of Finance. 


A firm believer in promoting economic education, Joe served for 15 years as a trustee of the Securities Industry Association New York District Economic Education Foundation and is a member of the Museum of American Finance. He enjoys educating clients on financial matters as a means to setting and working toward their goals.


While he works with clients within the broad spectrum of financial planning and investments, Joe’s specialty is in Retirement Planning educating clients on plan characteristics, implementation, management and investing.


Joe resides in Northport, NY where he can be seen walking and socializing with his neighbors.


Background and qualification information is available at FINRA's BrokerCheck website


My Media Library

Video Channel

No Videos have been posted yet

Document Library

No Documents have been posted yet.

Image Gallery

No Images have been posted yet.

Useful Links

No Links have been posted yet.

bottom of page