Unclaimed Profile

Charles Louis Cutler

FIC-SALT LAKE, LLC·SALT LAKE CITY, Utah

Series 6, Series 7, Series 63, Series 65Clean record27 years registeredFIC-SALT LAKE, LLC

3115 EAST LION LANE, SUITE 250, SALT LAKE CITY, UT 84121-3526CRD# 1999770Firm CRD# 153610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Louis Cutler · SALT LAKE CITY, UT

Registration

CRD #1999770 · FIC-SALT LAKE, LLC · 27 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Oct 2020 – present

FINANCIAL INSIGHT CENTER

Jun 2010 – Oct 2020

SALT LAKE CITY, UT

ALLEGIS ADVISORS, INC.

Jun 2004 – Jan 2007

SALT LAKE CITY, UT

THE INSIGHT GROUP, INC.

Feb 1999 – Oct 2020

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 22, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIC-SALT LAKE, LLC

CRD 153610 · SEC 801-71396

AUM

$420M

Regulatory assets under management

Employees

3,525 client accounts

Services offered by FIC-SALT LAKE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIC-SALT LAKE, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Louis Cutler offer?

Charles Louis Cutler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Charles Louis Cutler's credentials?

Charles Louis Cutler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Louis Cutler located?

Charles Louis Cutler is based in SALT LAKE CITY, Utah, working with FIC-SALT LAKE, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Charles Louis Cutler charge for services?

Charles Louis Cutler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIC-SALT LAKE, LLC?

FIC-SALT LAKE, LLC has approximately 13 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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