Geoffrey Dancey, financial advisor Worcester MA

Geoffrey Dancey

CRD Number: 4744852
Current Firm: Cutler Capital Management

Geoffrey Dancey (CRD# 4744852) is an Investment Advisor Representative working at Cutler Capital Management in Worcester, MA and has over 20 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Worcester MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Rebecca Abbatamarco-Boisclair, financial advisor Worcester MA
Rebecca J. Abbatamarco-Boisclair
CRD# 4030542
Ameriprise Financial Services, LLC
Similar Advisors
Emil Aberizk, financial advisor Worcester MA
Emil J. Aberizk
CRD# 1049525
Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Cutler Capital Management LLC Worcester, MA Dec 2003 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2004
Contact Info for Geoffrey K. Dancey
Phone Number: 508-757-4455
Registered State(s):
  • FL
  • MA
By the Numbers
  • Total Assets Under Management
    305
    MILLIONS
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $1,885,538
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

FL, MA, NH

Ready to hire a financial advisor? Get competitive proposals from Geoffrey Dancey and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.