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Andrew Donahue

Moors & Cabot, INC
29 Years of Experience
Springfield, MA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Andrew Donahue is a registered investment advisor at Moors & Cabot, INC, based in Springfield, MA, with 29 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,074 clients with $3.4B in assets under management.

Moors & Cabot, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
5,074 clients
Average Client Portfolio
$678K average
Assets Under Management
$3.4B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.50%
$250K - $500K0.50%
$500K - $1000K0.50%
$1.0M - $3.0M0.50%
$3M+0.50%

Firm states minimum fee rate is 0.50% and maximum rate is 1.50% unless approved by senior management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1350 Main Street, Suite 1510, Springfield, MA, 01103

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1998
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrew owns a rental property. This activity does not interfere with his duties at Measured Wealth Private Client Group, LLC and occurs outside of regular business hours.

Employment History
Current Registrations
Moors & Cabot, INC.Broker
October 2023 - Present · 3 yrs
Moors & Cabot, INC
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Measured Wealth Private Client Group, LLC
March 2022 - August 2023 · 1 yr 5 mos
Boston Private Wealth
April 2015 - October 2019 · 4 yrs 6 mos
Sei Investments Management CORP
October 2007 - October 2014 · 7 yrs
Sei Investments Distribution CO.Broker
August 2001 - December 2004 · 3 yrs 4 mos
Salomon Smith Barney INC.Broker
October 1997 - July 2001 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1990 - October 1997 · 7 yrs 1 mo
First Investors CorporationBroker
January 1990 - February 1990 · 1 mo
State Registrations26 states
ALAZCACOCTFLGAHIIDILMAMENCNHNJNYOHPAPRRISCTXUTVAVTWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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