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Jill Cutter

CUTTER FINANCIAL GROUP LLC·FALMOUTH, Massachusetts
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84 DAVIS STRAITS, FALMOUTH, MA 02540CRD# 2098906Firm CRD# 290016
01

About

Jill 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# 2098906
Firm CRD# 290016
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jill Cutter offer?
Jill Cutter specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FALMOUTH, Massachusetts for a consultation.
What are Jill Cutter's credentials?
Jill Cutter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jill Cutter located?
Jill 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 Jill Cutter charge for services?
Jill 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, LLCJeffrey Thomas 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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