Institutional Investors

Institutional investors have specialized needs, starting with a specialized financial advisor.  The Moors & Cabot Capital Markets group exclusively serves the institutional investment community.

Proficient, knowledgeable and professional, each Capital Markets financial advisor brings extensive sales and trading experience to the table.

Collectively, they have one overriding focus—delivering carefully conceived, executable ideas and recommendations to you.

Moors & Cabot Capital Markets offers a comprehensive range of investment capabilities, including sales and sales trading, fixed-income, and municipal finance. Each institutional portfolio we create is unique, reflecting your particular institutional investment objectives.

Find a financial advisor near you!

Moors & Cabot’s Capital Markets is comprised of:

  • Equity Sales & Trading   

  • Fixed-Income Products  

  • Municipal Finance


Contact Information:

Moors & Cabot Trading Desk

Toll-free: (800) 732-4824

Clearing and Custody Services through First Clearing1

Municipal Finance

For further information, please contact Joe Cuetara at:

Toll-free: (800) 426-0501 x258

Direct: (617) 314-0258

Fax: (617) 451-0288


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.