Alexandria, VA Office

Team
Updated today

Client AUM

$3,160,836,874

Clients

4,921

Advisors

3

Of 78 advisors across 29 offices

Location

1800 Diagonal Road, Suite 440

Alexandria VA 22314

Advisors at this office

3

Advisors at this office

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Stephen F

Series 66, Series 65

Alexandria, VA

Moors & Cabot, Inc.

Stephen Frederick is a financial advisor at Moors & Cabot, Inc. with 25 years of industry experience. He has been with Moors & Cabot since 2001 and holds Series 65 and Series 66 credentials. Outside of his advisory work, he serves as Chairman of the Finance Committee at Calvary United Methodist Church in Arlington, VA. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm employs a variety of analytic approaches and offers services ranging from portfolio management to fee-based financial planning and limited consulting.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Thomas J

Series 63, Series 66

Alexandria, VA

Moors & Cabot, Inc.

Thomas Jewsbury is a financial advisor with Moors & Cabot, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining Moors & Cabot in 2021, he worked at Oppenheimer for seven years. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Michael K

Series 63, Series 65

Alexandria, VA

Moors & Cabot, Inc.

Michael Kurka is a financial advisor at Moors & Cabot, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moors & Cabot since 2017. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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