Cutler S. Greene
Professional summary
Cutler Spaulding Greene, who also goes by Cutler S Greene, is a registered financial advisor currently at SPAULDING GREENE WEALTH MANAGEMENT, LLC located in Buffalo, New York.
Cutler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Cutler has worked at 3 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cutler Spaulding Greene's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 12, 2021 - Present
SPAULDING GREENE WEALTH MANAGEMENT, LLC
July 5, 2001 - January 29, 2007
M&T SECURITIES, INC.
April 26, 2000 - April 30, 2001
DEUTSCHE IXE, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/12/2021)
Exams
Series 55
Date: 3/29/2000
Limited Representative-Equity Trader ExamCurrent Firm
SPAULDING GREENE WEALTH MANAGEMENT, LLC
CRD#: 143774 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 6,735,814 |
Red Flags
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