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Jeffrey Thomas Cutter

CUTTER FINANCIAL GROUP LLC·FALMOUTH, Massachusetts
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84 DAVIS STRAITS, FALMOUTH, MA 02540CRD# 4733298Firm CRD# 290016
01

About

Jeffrey Thomas Cutter is a registered financial advisor based in FALMOUTH, Massachusetts, affiliated with CUTTER FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CUTTER FINANCIAL GROUP LLC
CUTTER FINANCIAL GROUP LLC
AUM
$207M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CUTTER FINANCIAL GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4733298
Firm CRD# 290016
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Thomas Cutter offer?
Jeffrey Thomas Cutter specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FALMOUTH, Massachusetts for a consultation.
What are Jeffrey Thomas Cutter's credentials?
Jeffrey Thomas Cutter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Thomas Cutter located?
Jeffrey Thomas Cutter is based in FALMOUTH, Massachusetts, working with CUTTER FINANCIAL GROUP LLC. Their office serves clients in the FALMOUTH metropolitan area and surrounding communities.
How does Jeffrey Thomas Cutter charge for services?
Jeffrey Thomas Cutter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUTTER FINANCIAL GROUP LLC?
CUTTER FINANCIAL GROUP LLC has approximately 6 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FALMOUTH
Michael John Crew — CREW MICHAEL JOHNNancy Teresa Thrasher — FLAX POND CAPITAL, LLCJill Cutter — CUTTER FINANCIAL GROUP LLCChristopher Marshall Zafiriou — FLAX POND CAPITAL, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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