Advisor at Moors & Cabot, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Akhil Iyengar is a financial advisor with Moors & Cabot, Inc. He holds a Series 66 designation and has three years of industry experience, including four years at Goldman Sachs & Co. prior to joining Moors & Cabot. 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 variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.
Based on Moors & Cabot, Inc.
Based on Moors & Cabot, Inc.
Financial planning may be charged as fixed fee negotiated with client.
$0 - $249,999.99: Negotiated annual percentage fee (minimum 0.5%, maximum 1.5%) $250,000 - $499,999.99: Negotiated annual percentage fee (minimum 0.5%, maximum 1.5%) $500,000 - $999,999.99: Negotiated annual percentage fee (minimum 0.5%, maximum 1.5%) $1,000,000 - $2,999,999.99: Negotiated annual percentage fee (minimum 0.5%, maximum 1.5%) $3,000,000+: Negotiated annual percentage fee (minimum 0.5%, maximum 1.5%)
As a broker-dealer, commissions are charged on some securities transactions.
Financial planning fees based on hourly rates negotiated with client.
Account minimum: $50,000 Minimum fee: Minimum fees for financial planning typically exceed $500. Fee-only: Wrap fee program fees charged by sponsors; total wrap fee will not exceed 2.50% annually.
Hollywood, FL
Florida
Moors Cabot Inc
2024 - Present (2 years)
Goldman Sachs & Co
2020 - 2024 (4 years)
Student
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
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Series 65
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