Geoffrey K. Dancey

CUTLER CAPITAL MANAGEMENT

WORCESTER, MA 01608

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CRD#: 4744852

Professional summary

Geoffrey Kristopher Allan Dancey, who also goes by Geoffrey Dancey, is a registered financial advisor currently at CUTLER CAPITAL MANAGEMENT located in Worcester, Massachusetts.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Geoffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Geoffrey Dancey

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 Geoffrey Kristopher Allan Dancey'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

January 19, 2004 - Present

CUTLER CAPITAL MANAGEMENT

Office #1: 306 Main Street, Worcester, MA 01608

RIA

CRD#: 107463

WORCESTER, 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".

CUTLER CAPITAL MANAGEMENT

CUTLER CAPITAL MANAGEMENT | CUTLER WENTZELL & MOYNIHAN LLC | CUTLER CAPITAL MANAGEMENT LLC

CRD#: 107463 / SEC#: 801-57382

RIA

Registered Investment Advisory firm - (3/1/2000 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

Florida
(3/4/2004)

IAR

Massachusetts
(2/13/2004)

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: 1/16/2004

Uniform Investment Adviser Law Examination

Current Firm

CUTLER CAPITAL MANAGEMENT

CUTLER CAPITAL MANAGEMENT | CUTLER WENTZELL & MOYNIHAN LLC | CUTLER CAPITAL MANAGEMENT LLC

CRD#: 107463 / SEC#: 801-57382

RIA

Registered Investment Advisory firm - (3/1/2000 Approved)

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Contact information

Main Address

306 Main St 2nd Floor, Worcester, MA 01608-1518

Mailing Address

Phone number

(508) 757-4455

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CCM FORM ADV 2A FINAL (9/16/2025)

Regulatory assets under management

Total Number of Accounts	300
AUM (Assets Under Management)	$ 339,913,005

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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Geoffrey K. Dancey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Kristopher Allan Dancey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUTLER CAPITAL MANAGEMENT

Primary Firm SEC Registration

CUTLER CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 1/16/2004

Current Firm

CUTLER CAPITAL MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CUTLER CAPITAL MANAGEMENT

TRUST BUT VERIFY

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