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.
Firm
Moors & Cabot, Inc.
Location
Westport, CT 06880
Credentials
Series 66
Industry experience
6 years
Amanda Castellano is a financial advisor at Moors & Cabot, Inc. with six years of industry experience. She previously worked at Sanford C. Bernstein & Co., LLC and Bank of America, N.A., and holds the Series 66 designation. Outside of her advisory role, Castellano serves as a mentor for the UConn School of Business Investment Career Discovery Day and is a board member and finance committee member for Homes with Hope in Torrington, CT. Moors & Cabot provides investment advisory and related services to a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary portfolio management, financial planning, and consulting services, with accounts typically custodied through RBC Capital Markets.
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.
1720 Post Road East, Suite 110
Westport, CT 06880
Connecticut
Moors & Cabot Inc
2025 - Present (1 year)
Sanford C. Bernstein & CO., LLC
2023 - 2025 (2 years)
BANK of AMERICA, N.A.
2019 - 2023 (4 years)
Merrill
2019 - 2023 (4 years)
SELF EMPLOYED
2015 - 2019 (4 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.
CFA®, Series 65
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CFA®
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Series 65
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Series 66
Westport, CT
Blue Keel Financial Planning
Series 65
Westport, CT
Norman Kramer Investments, Inc.
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