Steven Cutcliffe, financial advisor Greenbrae CA

Steven Cutcliffe

CRD Number: 4369655
Current Firm: Abbrea Capital, LLC

Steven Cutcliffe (CRD# 4369655) is an Investment Advisor Representative working at Abbrea Capital, LLC in Greenbrae, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Abbrea Capital, LLC Sausalito, CA Jul 2015 - Current 8
Genspring Family Offices San Francisco, CA Jan 2014 - Current 10
Suntrust Bank San Francisco, CA May 2011 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Steven E. Cutcliffe
Phone Number: (415) 894-0077
Firm Website: http://abbrea.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,191
    MILLIONS
  • Total Number of Accounts
    777
    ACCOUNTS
  • Average Account Value
    $1,532,575
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, TX

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