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Peter Tilton Medgyesy

Moors & Cabot, Inc.

Maitland, FL

CRD 5234700

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Employer firm

Moors & Cabot, Inc. CRD 594

$3.44B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Moors & Cabot, Inc.

One Federal Street 19Th Floor, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-03-23
  • FL RA
    APPROVED
    Since 2021-03-23

Branch Locations

500 S. Maitland Avenue, Maitland, FL 32751 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moors & Cabot Boston MA 07/2012 Present
  • 07/2012 → Present
    Moors & Cabot
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-16
  • S66 Uniform Combined State Law Examination
    2007-02-16

View on SEC IAPD

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OSAIC WEALTH, INC.
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STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

ERIC WARREN KATAUSKAS
David Zach Webster
Alan Pascale

Nearby Offices

OSAIC WEALTH, INC. · MAITLAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MAITLAND, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Maitland, FL

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