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Jeffrey Thomas Cutter

CUTTER FINANCIAL GROUP LLC·FALMOUTH, Massachusetts
Series 7, Series 66PFS21 years registeredCUTTER FINANCIAL GROUP LLC
84 DAVIS STRAITS, FALMOUTH, MA 02540CRD# 4733298Firm CRD# 290016

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Thomas Cutter · FALMOUTH, MA
Registration
CRD #4733298 · CUTTER FINANCIAL GROUP LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

CUTTER FINANCIAL GROUP LLC
Oct 2017 – present
PRECISION CAPITAL MANAGEMENT
Feb 2015 – Feb 2018
E. FALMOUTH, MA
HORTER INVESTMENT MANAGEMENT, LLC
Oct 2011 – Feb 2015
MANSFIELD, MA
ING FINANCIAL PARTNERS, INC
Feb 2005 – Nov 2009
FALMOUTH, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · February 3, 2005
Years registered · 21
Professional designation · PFS
03

Disclosure History

2023Civil·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CUTTER FINANCIAL GROUP LLC
CRD 290016 · SEC 801-111822
AUM
$207M
Regulatory assets under management
Employees
6
1,916 client accounts
Services offered by CUTTER FINANCIAL GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CUTTER FINANCIAL GROUP LLC →
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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 holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.
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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