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Geoffrey K. Dancey

Some features on this profile are disabled
CRD#: 4744852
GD

Professional summary

Geoffrey Kristopher Allan Dancey, who also goes by Geoffrey Dancey, was a registered financial advisor .

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Geoffrey had 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

Past

January 19, 2004 - December 31, 2025

CUTLER CAPITAL MANAGEMENT

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".
CC
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
Massachusetts
(2/13/2004)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/16/2004
Uniform Investment Adviser Law Examination

Current Firm

CC
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
9

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts300
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.

Company Information

CUTLER CAPITAL MANAGEMENT

CRD#: 107463

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