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JC

Jared J. Cutler

FIVE FACTOR CAPITAL ADVISORS
Rye Brook, NY 10573
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CRD#: 3253743
JC

Professional summary


Jared J Cutler is a registered financial advisor currently at FIVE FACTOR CAPITAL ADVISORS located in Rye Brook, New York.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jared has worked at 6 firms and has passed the Series 65, Series 63, Series 31, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

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) - RIA


Click below to view Jared J Cutler's 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®
None

Experience


Current

November 21, 2021 - Present

FIVE FACTOR CAPITAL ADVISORS

Office #1: 20 Eagles Bluff, Rye Brook, NY 10573
RIA
CRD#: 164516
Rye Brook, NY
Past

July 10, 2013 - November 1, 2013

FIVE FACTOR CAPITAL ADVISORS

RIA
CRD#: 164516
SCARSDALE, NY
Past

March 2, 2011 - April 14, 2011

WESTERN INTERNATIONAL SECURITIES, INC.

RIA
CRD#: 39262
WHITE PLAINS, NY
Past

April 10, 2008 - April 14, 2011

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
PASADENA, CA
Past

February 17, 2004 - April 17, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WHITE PLAINS, NY
Past

December 19, 2003 - April 17, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WHITE PLAINS, NY
Past

June 30, 2003 - January 7, 2004

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
BOLINGBROOK, IL
Past

December 19, 2000 - March 7, 2003

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

August 3, 2000 - October 4, 2000

NEWCOURT SECURITIES, LTD

BD
CRD#: 103736
WILTON, NY

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
New York
(11/21/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/19/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 3/3/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 55
Date: 1/11/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


FF
FIVE FACTOR CAPITAL ADVISORS
FIVE FACTOR CAPITAL ADVISORS | FIVE FACTOR CAPITAL ADVISORS, LLC

CRD#: 164516 / SEC#:

Florida
Registered Investment Advisory firm - (11/1/2013 Terminated)
New York
Registered Investment Advisory firm - (10/9/2012 Approved)
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Contact information


Main Address
20 Eagles Bluff, Rye Brook, NY 10573
Mailing Address
Phone number
(914) 705-4445
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts101
AUM (Assets Under Management)$ 26,540,000

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


FIVE FACTOR CAPITAL ADVISORS

CRD#: 164516Rye Brook, NY 10573

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