Ross Helland Cutler
CFP®Professional Summary
Ross Helland Cutler, CFP®, who also goes by Ross H. Cutler, is a registered financial advisor currently at VICTRIX INVESTMENT ADVISORS located in Stuart, Florida. Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ross has worked at 3 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Risk Management & Insurance
- Retirement Planning
- Education Funding
- Investment Management
- Cashflow & Budgeting
- Financial Planning
- Estate & Legacy Planning
Specializations
Biography
Ross Cutler, CFP®, CTFA, ATFA enjoys working with clients to review their personal situation, developing the right plan and portfolio to achieve their financial goals. This includes developing the appropriate investment strategy, financial planning steps, and estate planning steps. Previously Ross was a member of the management team for both a life insurance and trust company, operated a ship brokerage company, worked as part of the Homeland Security Emergency Preparedness team with Booz Allen, and...
Other Aliases
Ross H. Cutler
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
CHAPMAN CAPITAL ADVISORS | VICTRIX INVESTMENT ADVISORS LLC | VICTRIX INVESTMENT ADVISORS | THOMPSON IV, WILLIAM DEAN | PARK CITY FINANCIAL PLANNING GROUP | KING TIDE ADVISORS | FORTROVE PARTNERS
Contact Information
Main Address
823 Se Osceola St, Stuart, FL 34994Phone Number
(772) 320-9658# of Employees
8SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,608AUM (Assets Under Management)
$343,341,162Similar Advisors
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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.
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Primary Firm SEC Registration
CHAPMAN CAPITAL ADVISORS | VICTRIX INVESTMENT ADVISORS LLC | VICTRIX INVESTMENT ADVISORS | THOMPSON IV, WILLIAM DEAN | PARK CITY FINANCIAL PLANNING GROUP | KING TIDE ADVISORS | FORTROVE PARTNERS
State Registrations and Notice Filings
(2/7/2023)
(1/27/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ross Helland Cutler's CRS (Customer Relationship Summary).
Services Offered by Ross
- Risk Management & Insurance
- Retirement Planning
- Education Funding
- Investment Management
- Cashflow & Budgeting
- Financial Planning
- Estate & Legacy Planning
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