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David D. Cutler

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CRD#: 2375323
DC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Doran Cutler was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1993. David had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 28, 2009 - November 13, 2020

SENSUS INVESTMENT MANAGEMENT

RIA
CRD#: 145961
NEW YORK, NY
Past

December 24, 2008 - August 19, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
NEW YORK, NY
Past

December 23, 2008 - December 26, 2008

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
NEW HYDE PARK, NY
Past

July 15, 2004 - February 3, 2005

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

April 11, 2003 - February 12, 2004

HSBC BROKERAGE (USA) INC.

BD
CRD#: 6956
NEW YORK, NY
Past

September 15, 1998 - October 11, 2002

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

January 2, 1998 - July 24, 1998

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

August 27, 1997 - January 2, 1998

PINEBRIDGE SECURITIES LLC

BD
CRD#: 5967
NEW YORK, NY
Past

September 29, 1993 - October 17, 1996

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/27/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SI
SENSUS INVESTMENT MANAGEMENT
FGH RETIREMENT | SENSUS PENSION MANAGEMENT | SENSUS INVESTMENT MANAGEMENT GROUP LLC | SENSUS INVESTMENT MANAGEMENT | SENSUS GROUP | OPES WEALTH ADVISORS LLC

CRD#: 145961 / SEC#: 801-68660

RIA
Registered Investment Advisory firm - (6/7/2023 Terminated)
New Jersey
Registered Investment Advisory firm - (1/11/2024 Approved)
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Contact information


Main Address
560 Sylvan Avenue, Englewood Cliffs, NJ 07632
Mailing Address
Phone number
(888) 736-7871
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts8
AUM (Assets Under Management)$ 57,174,800

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SENSUS INVESTMENT MANAGEMENT

CRD#: 145961

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