Edward Dover
Edward Dover is a registered investment advisor at Moors & Cabot, INC, based in Maitland, FL, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,074 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moors & Cabot charges an annual fee based on a percentage of your portfolio, billed quarterly. The exact percentage is negotiable and depends on factors like account size and complexity. The minimum fee rate is 0.5% and the maximum is 1.5%, unless approved by senior management. Moors & Cabot may aggregate multiple accounts to determine fee breakpoints. They also offer an "Advice Only" service for assets held elsewhere, billed quarterly in advance.
Location
500 S. Maitland Avenue, Maitland, FL, 32751
Get directionsHistory
Regulatory History (8)
Regulatory
August 2021Employment Separation After Allegations
September 2016Customer Dispute
April 2011Customer Dispute
March 2010Customer Dispute
January 2010Customer Dispute
December 2009Customer Dispute
December 2009Customer Dispute
October 2007Employment History
Current Registrations
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Previous Registrations
Suntrust Advisory Services LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Capital Markets, INC.
Suntrust Capital Markets, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker INC
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Turner & Sellhorn Securities, INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.