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EB

Ellery E. Barney

CUTLER INVESTMENT GROUP
Jacksonville, OR 97530
Some features on this profile are disabled
CRD#: 6188496
EB

Professional summary

Ellery Elizabeth Barney, who also goes by Ellery E Kaiser, Ellery Elizabeth Kaiser, is a registered financial advisor currently at CUTLER INVESTMENT GROUP located in Jacksonville, Oregon.

Ellery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ellery has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ellery E Kaiser | Ellery Elizabeth Kaiser

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 Ellery Elizabeth Barney'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

June 14, 2023 - Present

CUTLER INVESTMENT GROUP

Office #1: 525 Bigham Knoll, Jacksonville, OR 97530
RIA
CRD#: 128483
Jacksonville, OR
Past

September 26, 2017 - May 23, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Medford, OR
Past

September 26, 2017 - May 23, 2023

MORGAN STANLEY

BD
CRD#: 149777
Medford, OR
Past

January 20, 2016 - May 30, 2017

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
MEDFORD, OR
Past

May 1, 2014 - December 21, 2015

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
RANCHO CORDOVA, CA

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".
CI
CUTLER INVESTMENT GROUP
CENTRICITY, LLC | CUTLER INVESTMENT GROUP | CUTLER INVESTMENT COUNSEL, LLC

CRD#: 128483 / SEC#: 801-62469

RIA
Registered Investment Advisory firm - (10/31/2003 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
California
(6/14/2023)
IAR
Oregon
(6/14/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/10/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/21/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/15/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/1/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CI
CUTLER INVESTMENT GROUP
CENTRICITY, LLC | CUTLER INVESTMENT GROUP | CUTLER INVESTMENT COUNSEL, LLC

CRD#: 128483 / SEC#: 801-62469

RIA
Registered Investment Advisory firm - (10/31/2003 Approved)
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Contact information

Main Address
525 Bigham Knoll, Jacksonville, OR 97530
Mailing Address
Phone number
(541) 770-9000
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (14 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

OCTOBER 2025 BROCHURE TO WEALTH MANAGEMENT CLIENTS (10/8/2025)
MARCH 2025 BROCHURE FOR RETIREMENT PLANS AND OTHER INSTITUTIONS (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,235
AUM (Assets Under Management)$ 1,309,990,254

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 INVESTMENT GROUP

CRD#: 128483Jacksonville, OR 97530

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