Andrew Millas, financial advisor Swansea IL
58 score

Andrew Millas

CRD Number: 1815708
Current Firm: Cutter & Company, Inc.

Andrew Millas (CRD# 1815708) is an Investment Advisor Representative working at Cutter & Company, Inc. in Swansea, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Cutter & Company, Inc. Ballwin, MO Feb 2008 - Current 8
Morgan Stanley & Company, Incorporated Shiloh, IL Apr 2007 - Jan 2008 < 1
Morgan Stanley Dw, Inc. Shiloh, IL Aug 1999 - Apr 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S65 NASAA Investment Advisors Law Examination Jul 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Andrew W. Millas
Phone Number: 636-537-8770
Firm Website: http://www.cutter-co.com
Registered State(s):
  • CA
  • IL
  • MO
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
58

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