Matthew C. Patten

CUTLER INVESTMENT GROUP

Jacksonville, OR 97530

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CRD#: 2762796

Professional summary

Matthew Cutler Patten, AIF®, who also goes by Matthew Patten, is a registered financial advisor currently at CUTLER INVESTMENT GROUP located in Jacksonville, Oregon.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 1 firm and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Patten

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.

Bigham Knoll, LLC 525 Bigham Knoll Jacksonville, OR 97530 Non-investment, property ownership Member. Active. 1 hour per month, not during trading hours. 2014 Ashland Partners International 807 Lake St South Unit 303 Kirkland, WA 98033 non-investment, accounting outsourcing Member. Active. 2 hours per month, generally not during trading hours. 2017

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Cutler Patten's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 29, 2010 - Present

CUTLER INVESTMENT GROUP

Office #1: 525 Bigham Knoll, Jacksonville, OR 97530

RIA

CRD#: 128483

Jacksonville, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CUTLER INVESTMENT GROUP

CENTRICITY, LLC | CUTLER INVESTMENT GROUP | CUTLER INVESTMENT COUNSEL, LLC

CRD#: 128483 / SEC#: 801-62469

RIA

Registered Investment Advisory firm - (10/31/2003 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/16/2024)

IAR

Oregon
(9/24/2010)

IAR

Texas
(12/18/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/8/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 6/11/1996

Non-Member General Securities Examination

Current Firm

CUTLER INVESTMENT GROUP

CENTRICITY, LLC | CUTLER INVESTMENT GROUP | CUTLER INVESTMENT COUNSEL, LLC

CRD#: 128483 / SEC#: 801-62469

RIA

Registered Investment Advisory firm - (10/31/2003 Approved)

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Contact information

Main Address

525 Bigham Knoll, Jacksonville, OR 97530

Mailing Address

Phone number

(541) 770-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OCTOBER 2025 BROCHURE TO WEALTH MANAGEMENT CLIENTS (10/8/2025)

MARCH 2025 BROCHURE FOR RETIREMENT PLANS AND OTHER INSTITUTIONS (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,235
AUM (Assets Under Management)	$ 1,309,990,254

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.

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Matthew C. Patten

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Cutler Patten's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUTLER INVESTMENT GROUP

Primary Firm SEC Registration

CUTLER INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/8/2003

Series 2

Date: 6/11/1996

Current Firm

CUTLER INVESTMENT GROUP

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CUTLER INVESTMENT GROUP

TRUST BUT VERIFY

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