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CUTLER CAPITAL MANAGEMENT LLC
CUTLER CAPITAL MANAGEMENT LLC
CUTLER CAPITAL MANAGEMENT
WORCESTER, Massachusetts
·
3 registered advisors
·
CRD# 107463
SEC# 801-57382
1
508-757-4455
01
Firm Overview
AUM
$316M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CUTLER CAPITAL MANAGEMENT LLC
3 registered advisors
David Norbert Grenier
WORCESTER, Massachusetts
CRD# 4348080
Geoffrey Kristopher Allan Dancey
WORCESTER, Massachusetts
CRD# 4744852
Melvin Stanley Cutler
WORCESTER, Massachusetts
CRD# 4380174
05
Office Locations
WORCESTER, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. CUTLER CAPITAL MANAGEMENT LLC (CRD# 107463) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.