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Mariella Rose Catalano

Moors & Cabot, Inc.

Boston, MA

CRD 7896483

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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
CO RA APPROVED 2025-09-25
  • CO RA
    APPROVED
    Since 2025-09-25

Branch Locations

One Federal Street 19Th Floor, Boston, MA 02110 • 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
Pomfret School Pomfret CT 09/2014 08/2018
Provident College Provident RI 08/2018 05/2022
Kichael Page Boston MA 06/2022 03/2024
Moors Cabot Inc Boston MA 04/2024 Present
  • 09/2014 → 08/2018
    Pomfret School
    Pomfret, CT
  • 08/2018 → 05/2022
    Provident College
    Provident, RI
  • 06/2022 → 03/2024
    Kichael Page
    Boston, MA
  • 04/2024 → Present
    Moors Cabot Inc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-24
  • S66 Uniform Combined State Law Examination
    2025-09-24
Other Names
  • Mariella Catalano

View on SEC IAPD

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