Andrew James Donahue

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 09/2019
  Boston Private Wealth Llc
  Boston, MA
• 03/2022 → 08/2023
  Measured Wealth Private Client Group, Llc
  Portsmouth, NH
• 10/2019 → 03/2022
  Unemployed
  Reading, MA
• 08/2023 → Present
  Moors Cabot Inc
  Boston, MA

Previous Registrations

• 2022-03-23 → 2023-08-25
  Measured Wealth Private Client Group, Llc
  Portsmouth, NH
• 2015-04-10 → 2019-10-03
  Svb Wealth
  Boston, MA
• 2007-10-01 → 2014-10-03
  Sei Investments Management Corp
  Oaks, PA

Other Businesses

MR. DONAHUE OWNS A RENTAL PROPERTY. HE IS THE OWNER, IT DOES NOT INTERFERE WITH HIS DUTIES WITH MEASURED WEALTH PRIVATE CLIENT GROUP, LLC AND THE AMOUNT OF TIME HE DEVOTES TO THAT PROPERTY IS NOT DURING THE REGULAR BUSINESS HOURS OF MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-03
• S65 Uniform Investment Adviser Law Examination
  2022-03-17