Michael Hogan (CRD# 725951) is an Investment Advisor Representative working at Cutler Capital Management in Worcester, MA and has over 27 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 1049525
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Cutler Capital Management | Worcester, MA | Sep 2019 - Current | 4 |
Unemployed | Providence, RI | Oct 2018 - Aug 2019 | < 1 |
Wellesley Investment Advisors, Inc. | Wellesley, MA | Nov 2015 - Nov 2018 | 3 |
Foreside Fund Services, LLC | Wellesley, MA | Nov 2017 - Oct 2018 | < 1 |
Td Private Client Wealth LLC | Providence, RI | Jan 2013 - Nov 2015 | 2 |
Td Bank, N.a. | Providence, RI | Dec 2012 - Nov 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1996 |
S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- MA
-
Total Assets Under Management305MILLIONS
-
Total Number of Accounts162ACCOUNTS
-
Average Account Value$1,885,538
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, NH
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