BD
BD

Britton Defeo

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
4,509 clients
Average Client Portfolio
$686K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$50K
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Location

One Federal Street, 19th Floor, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Moors & Cabot, INC.Broker
November 2024 - Present · 1 yr 3 mos
Moors & Cabot, INC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Santander Securities
January 2023 - November 2024 · 1 yr 10 mos
Santander Securities LLCBroker
October 2022 - November 2024 · 2 yrs 1 mo
State Registrations2 states
MATX
AdvisorBroker
Exams
No exam information available for this advisor.
Britton Defeo - Financial Advisor | TrueAdvisor