Spaulding Greene Wealth Management, LLC

Spaulding Greene Wealth Management, LLC (CRD# 143774) is a financial advisory firm headquartered in , . They manage $6,488,378 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.spauldinggreene.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $294,926
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Spaulding Greene Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cutler Greene, financial advisor Buffalo NY
Cutler S. Greene
CRD#: 4022891
Buffalo, NY

Cutler Greene (CRD# 4022891) is an Investment Advisor Representative working at Spaulding Greene Wealth Management, LLC in Buffalo, NY and has over 23 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.

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