Unclaimed Profile

Peter Svorinic

MOORS & CABOT, INC.·BOSTON, Massachusetts

SIE, Series 4, Series 6, Series 7, Series 8, Series 9, Series 10, Series 14, Series 24, Series 27, Series 50, Series 52TO, Series 53, Series 54, Series 55, Series 57TO, Series 63, Series 66, Series 99TOClean record24 years registeredMOORS & CABOT, INC.

ONE FEDERAL STREET, BOSTON, MA 02110CRD# 1403501Firm CRD# 594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Svorinic · BOSTON, MA

Registration

CRD #1403501 · MOORS & CABOT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MOORS & CABOT, INC.

MOORS & CABOT, INC

Nov 2018 – Mar 2024

BOSTON, MA

ACORNS

Sep 2016 – Oct 2018

IRVINE, CA

STRATEGIC ADVISERS, INC.

Jan 2002 – Dec 2004

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 8

Series 9

Series 10

Series 14

Series 24

Series 27

Series 50

Series 52TO

Series 53

Series 54

Series 55

Series 57TO

Series 63

Series 66

Series 99TO

Registration record

First registered · January 9, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOORS & CABOT, INC.

CRD 594 · SEC 801-48726

AUM

$3.1B

Regulatory assets under management

Employees

145

4,881 client accounts

Services offered by MOORS & CABOT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOORS & CABOT, INC. →

Introduction

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Frequently Asked Questions

What services does Peter Svorinic offer?

Peter Svorinic specializes in Financial Planning, Investment Management, Wealth Management.

What are Peter Svorinic's credentials?

Peter Svorinic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Svorinic located?

Peter Svorinic is based in BOSTON, Massachusetts, last registered with MOORS & CABOT, INC..

How does Peter Svorinic charge for services?

Peter Svorinic's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOORS & CABOT, INC.?

MOORS & CABOT, INC. has approximately 145 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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