Shon Anderson, financial advisor Dayton OH
96 score

Shon Anderson

CRD Number: 5276913
Current Firm: Cutter & Company, Inc.

Shon Anderson (CRD# 5276913) is an Investment Advisor Representative working at Cutter & Company, Inc. in Dayton, OH and has over 9 years of experience in the finance industry. Shon Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cutter & Company, Inc. Ballwin, MO Oct 2012 - Current 4
Wright State University Dayton, OH Jan 2009 - Current 7
Bank Of America,na Dayton, OH Dec 2009 - Oct 2012 2
Merrill Lynch & Company Dayton, OH Sep 2007 - Oct 2012 5
Ubs Financial Services Inc. Dayton, OH Jul 2003 - Sep 2007 4
Full Time Education Dayton, OH Jan 1996 - May 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Shon P. Anderson
Phone Number: 636-537-8770
Firm Website: http://www.cutter-co.com
Registered State(s):
  • AZ
  • FL
  • IN
  • OH
  • SC
  • NC
  • KY
By the Numbers
  • Total Assets Under Management
    563
    MILLIONS
  • Total Number of Accounts
    2,100
    ACCOUNTS
  • Average Account Value
    $267,908
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, IA, IL, IN, KS, KY, LA, MA, MO, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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