John
Cox

Moors & Cabot, Inc

CRD#55861
Investment Advisor
in Winter Park, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Cox is a financial advisor operating in Winter Park, Florida who has 14 years of industry experience. Cox is on the advisory team at Moors & Cabot, Inc. They have spent all of their career at Moors & Cabot, Inc. Cox has a Series 63 license, designating them as a securities broker, and is approved to operate in Florida. Moors & Cabot, Inc is a financial advisory firm headquartered in Boston, MA. It has offices in 11 locations and a total of 148 advisors. It controls $2 billion in assets between its 4,041 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 73 charitable organizations. Of its 4,041 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically are based on which services the firm provides the client. Fees charged by Moors & Cabot, Inc can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

941 West Morse Boulevard Suite 125
Winter Park, FL 32789-3734

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Moors & Cabot, Inc Brokerage Details

Total Assets Under Management

$2,237,487,715

FL Average: $16,012,751,954
Total Number of Employees

148

FL Average: 118
Total Number of Accounts

4,041

FL Average: 4,567
Average Account Size

$553,697

FL Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Cox Work History

John has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Moors & Cabot Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Cox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Moors & Cabot, Inc

Dawn Quiet
Phoenix, AZ
Paul Giacalone
Westport, CT
Barbara Little
Winter Park, FL
Katherine Kelliher
Boston, MA
Peter Medgyesy
Winter Park, FL
John Sullivan
Boston, MA
Thomas Hand
Boston, MA
Charles Fisher
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started