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Robert D Selleck

MOORS & CABOT
BOSTON, MA
·CRD# 2978428·28 years experience

Professional Summary

Robert D Selleck, who also goes by Robert D Selleck Jr, Robert David Selleck Jr, Robert Selleck, is a registered financial advisor currently at MOORS & CABOT, INC. located in Boston, Massachusetts. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert D Selleck Jr, Robert David Selleck Jr, Robert Selleck

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

MOORS & CABOT, INC.·CRD# 594
RIA
BD
One Federal Street 19th Floor, Boston, MA 02110
August 31, 2026 - Present
MOORS & CABOT, INC.·CRD# 594
RIA
BD
One Federal Street 19th Floor, Boston, MA 02110
August 31, 2026 - Present
MORGAN STANLEY·CRD# 149777
RIA
Tucson, AZ
June 1, 2009 - September 2, 2026
MORGAN STANLEY·CRD# 149777
BD
Tucson, AZ
June 1, 2009 - September 2, 2026
MORGAN STANLEY & CO. LLC·CRD# 8209
RIA
Boston, MA
March 5, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
Boston, MA
March 5, 2008 - June 1, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
RIA
Boston, MA
October 20, 2004 - March 4, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
BD
Boston, MA
October 20, 2004 - March 4, 2008
QUICK & REILLY, INC.·CRD# 11217
RIA
Boston, MA
July 28, 2003 - October 20, 2004
QUICK & REILLY, INC.·CRD# 11217
BD
New York, NY
December 6, 2001 - October 20, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
October 19, 1998 - March 6, 2002
MORGAN STANLEY DW INC.·CRD# 7556
BD
Purchase, NY
January 21, 1998 - October 19, 1998

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Current Firm

MOORS & CABOT, INC.
MOORS & CABOT, INC.

MOORS & CABOT FINANCIAL ADVISORS | MOORS & CABOT, INC. | MOORS & CABOT, INC

CRD#: 594 / SEC#: 801-48726, 8-23060
RIA
Registered Investment Advisory firm - SEC (3/30/1995 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

One Federal Street 19th Floor, Boston, MA 02110

Mailing Address

One Federal Street 19th Floor, Boston, MA 02110

Phone Number

(617) 426-0500

Established

Massachusetts since 07/05/1978

Firm Type

Corporation

Fiscal Year End

June

Firm Size

Small

# of Employees

121

SEC notice filing (36 States and Territories)

Registered to provide investment advisory services in 36 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 36 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MOORS & CABOT ADV (9/30/2026)

Direct owners and executive officers

NamePositionCRD#
EIGHTEEN NINETY PARTNERS, LLCSHAREHOLDER—
BRAUN, MICHAEL CHARLESEVP/COO/DIRECTOR2005370
CUETARA, JOSEPH PHILIPSVP FIXED INCOME/MUNICIPAL PRINCIPAL58308
GARRETT, MARK DAVIDDIRECTOR/CO-CHAIRMAN/TRUSTEE5563014
HILDRETH, MICHAEL CHRISTOPHEREVP/CFO/FINOP/PRESIDENT/CEO/DIRECTOR2386839
KELLIHER, KATHERINE ROSESVP & CHIEF COMPLIANCE OFFICER4146307

Regulatory Assets Under Management

Total Number of Accounts

5,596

AUM (Assets Under Management)

$4,034,068,345

Disclosures

Regulatory Event

31

Arbitration

4

Bond

2

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025Cover PageReport
01/23/2025Cover PageReport
12/04/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

*595400 - Tik Tok Shop; Investment related -No; Tucson, Arizona; Retail/Online Stores; (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 0;

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MOORS & CABOT, INC.
MOORS & CABOT, INC.

MOORS & CABOT FINANCIAL ADVISORS | MOORS & CABOT, INC. | MOORS & CABOT, INC

CRD#: 594 / SEC#: 801-48726, 8-23060
RIA
Registered Investment Advisory firm - SEC (3/30/1995 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(8/31/2026)
RR
California
(8/31/2026)
RR
Connecticut
(8/31/2026)
IAR
Connecticut
(8/31/2026)
RR
Florida
(8/31/2026)
RR
Georgia
(8/31/2026)
RR
Maine
(8/31/2026)
RR
Massachusetts
(9/1/2026)
RR
New Mexico
(8/31/2026)
RR
New York
(8/31/2026)
RR
Oregon
(8/31/2026)
RR
Pennsylvania
(8/31/2026)
RR
Rhode Island
(9/3/2026)
RR
Texas
(8/31/2026)
IAR
Texas
(8/31/2026)
RR
Vermont
(8/31/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Mar 1998About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Jan 1998About the Series 7 exam
FINRA
SRO Registrations
NYSE American LLC
SRO Registrations
NYSE Arca, Inc.
SRO Registrations
Nasdaq Stock Market
SRO Registrations
New York Stock Exchange
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert D Selleck's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Robert D Selleck's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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