Cutler Capital Management

Cutler Capital Management (CRD# 107463) is a financial advisory firm headquartered in Worcester, MA. They manage $322,534,365 in 186 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
306 Main St, 2nd Floor, Worcester, MA 01608
https://www.linkedin.com/company/cutler-capital-management-llc
By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $1,734,056
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY

Financial Advisors at Cutler Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Melvin Cutler, financial advisor Worcester MA
Melvin S. Cutler
CRD#: 4380174
306 Main Street, Worcester, MA 01608

Melvin Cutler (CRD# 4380174) is an Investment Advisor Representative working at Cutler Capital Management in Worcester, MA and has 1 year of experience in the finance industry.

2
Geoffrey Dancey, financial advisor Worcester MA
Geoffrey K. Dancey
CRD#: 4744852
306 Main Street, Worcester, MA 01608

Geoffrey Dancey (CRD# 4744852) is an Investment Advisor Representative working at Cutler Capital Management in Worcester, MA and has over 18 years of experience in the finance industry.

3
Michael Hogan, financial advisor Worcester MA
Michael E. Hogan
CRD#: 725951
306 Main St, 2nd Floor, Worcester, MA 01608

Michael Hogan (CRD# 725951) is an Investment Advisor Representative working at Cutler Capital Management in Worcester, MA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals