Jeffrey T. Cutter

CUTTER FINANCIAL GROUP LLC

Falmouth, MA 02540

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CRD#: 4733298

Professional summary

Jeffrey Thomas Cutter is a registered financial advisor currently at CUTTER FINANCIAL GROUP LLC located in Falmouth, Massachusetts.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeffrey has worked at 4 firms and has passed the Series 66 and Series 7 exams.

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.

(1) CUTTER FINANCIAL GROUP LLC--17 WALDEN AVENUE, FALMOUTH, MA 02540--INVESTMENT RELATED--INSURANCE & FINANCIAL PRODUCTS FOR CONSUMERS--OWNER SINCE 9/2011--160 HOURS/MONTH DEVOTED--8 HOURS/DAY DURING TRADING HOURS--DUTIES: I HELP INDIVIDUALS PURCHASE INSURANCE AND advise on FINANCIAL PRODUCTS. I AM AN INDEPENDENT CONTRACTOR TO THE CARRIERS I ADVISE ON AND SELL FOR. (2) INDEPENDENT INSURANCE AGENT WITH NATIONAL AGENTS ALLIANCE SINCE 09/01/2011--1214 TURRENTINE STREET, BURLINGTON, NC 27215--INVESTMENT RELATED. MORTGAGE INSURANCE SALES. (3) PRECISION CAPITAL MANAGEMENT, IAR, FINANCIAL PRODUCTS FOR CONSUMERS--IAR SINCE 02/2015--160 HOURS/MONTH DEVOTED--8 HOURS/DAY DURING TRADING HOURS--DUTIES: I HELP INDIVIDUALS PURCHASE INSURANCE AND advise on FINANCIAL PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Thomas Cutter'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®

None

Experience

Current

October 18, 2017 - Present

CUTTER FINANCIAL GROUP LLC

Office #1: 84 Davis Straits, Falmouth, MA 02540

RIA

CRD#: 290016

Falmouth, MA

Past

February 5, 2015 - February 21, 2018

VANN EQUITY MANAGEMENT LLC

RIA

CRD#: 174239

E. FALMOUTH, MA

Past

October 20, 2011 - February 5, 2015

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

MANSFIELD, MA

Past

February 3, 2005 - November 16, 2009

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

FALMOUTH, MA

Past

August 24, 2004 - November 16, 2009

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

FALMOUTH, MA

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".

CUTTER FINANCIAL GROUP LLC

CUTTER FINANCIAL GROUP LLC | SCHNEIDER WEALTH MANAGEMENT, LLC

CRD#: 290016 / SEC#: 801-111822

RIA

Registered Investment Advisory firm - (10/6/2017 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

Massachusetts
(10/18/2017)

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 66

Date: 4/24/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/16/2004

General Securities Representative Examination

Current Firm

CUTTER FINANCIAL GROUP LLC

CUTTER FINANCIAL GROUP LLC | SCHNEIDER WEALTH MANAGEMENT, LLC

CRD#: 290016 / SEC#: 801-111822

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

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Contact information

Main Address

84 Davis Straits, Falmouth, MA 02540

Mailing Address

Phone number

(508) 388-7175

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CUTTER FINANCIAL GROUP LLC DISCLOSURE BROCHURE AND WRAP BROCHURE (5/20/2025)

Regulatory assets under management

Total Number of Accounts	523
AUM (Assets Under Management)	$ 214,736,257

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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Jeffrey T. Cutter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Thomas Cutter's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUTTER FINANCIAL GROUP LLC

VANN EQUITY MANAGEMENT LLC

HORTER INVESTMENT MANAGEMENT, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

CUTTER FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/24/2004

Series 7

Date: 3/16/2004

Current Firm

CUTTER FINANCIAL GROUP LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CUTTER FINANCIAL GROUP LLC

TRUST BUT VERIFY

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