Cutler Greene (CRD# 4022891) is an Investment Advisor Representative working at Spaulding Greene Wealth Management, LLC in Buffalo, NY and has over 23 years of experience in the finance industry.
CRD# 2948958
Edward Jones
CRD# 5116229
Lpl Financial LLC
CRD# 5842694
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spaulding Greene Wealth Management, LLC | Buffalo, NY | Mar 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- NY
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$294,926
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NY
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