Ross H. Cutler
VICTRIX INVESTMENT ADVISORS
Stuart, FL 34994
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CRD#: 6643594
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 .
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 served almost 10 years in the U.S. Navy, separating in 2012 as a Lieutenant. He earned his Bachelor of Science from the United States Merchant Marine Academy and holds an MBA in Finance. Ross spends most of his free time with his wife, Erin, and their three boys Gavin, Wyatt, and Christian.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Education Planning
Retirement Income Management
Socially Responsible Investing
Investment Planning
Budgeting
Comprehensive Financial Planni...
Estate Planning
Do you have an area of expertise or specialization?
AUM
Business Owners
College/Education Planning
High Net Worth Client Needs
Investment Advice with Ongoing...
Are you a "fiduciary"?
Yes
Aliases
Ross H. Cutler
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.
RENTAL PROPERTY; OWNER; INVESTMENT RELATED: YES; MR. CUTLER IS A 50% OWNER OF A RENTAL PROPERTY IN SEVERNA PARK, MD AND A 50% OWNER OF A DAYCARE BUSINESS IN STUART, FL. MR. CUTLER IS A PASSIVE INVESTOR.; 2023-05-15; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 5
CRS (Client Relationship Summary) - RIA
Click below to view Ross Helland Cutler's 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®
CFP®
Start date: 2015
Experience
Current
January 27, 2023 - Present
VICTRIX INVESTMENT ADVISORS
Office #1: 823 Se Osceola St, Stuart, FL 34994RIA
CRD#: 167517
Stuart, FL
Past
April 11, 2022 - April 6, 2023
KING TIDE ADVISORS
RIA
CRD#: 318185
PALM CITY, FL
Past
June 9, 2016 - August 29, 2017
CORE GROUP FINANCIAL
RIA
CRD#: 283406
LAKE MARY, FL
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".
VI
VICTRIX INVESTMENT ADVISORS
CHAPMAN CAPITAL ADVISORS | VICTRIX INVESTMENT ADVISORS LLC | VICTRIX INVESTMENT ADVISORS | THOMPSON IV, WILLIAM DEAN | PARK CITY FINANCIAL PLANNING GROUP | KING TIDE ADVISORS | FORTROVE PARTNERS
CRD#: 167517 / SEC#: 801-121443
RIA
Registered Investment Advisory firm - (6/9/2021 Approved)Colorado
Registered Investment Advisory firm - (7/19/2021 Terminated)Florida
Registered Investment Advisory firm - (6/24/2021 Terminated)Texas
Registered Investment Advisory firm - (6/24/2021 Terminated)Utah
Registered Investment Advisory firm - (6/25/2021 Terminated)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(2/7/2023)
IAR
Texas(1/27/2023)
Exams
Current Firm
VI
VICTRIX INVESTMENT ADVISORS
CHAPMAN CAPITAL ADVISORS | VICTRIX INVESTMENT ADVISORS LLC | VICTRIX INVESTMENT ADVISORS | THOMPSON IV, WILLIAM DEAN | PARK CITY FINANCIAL PLANNING GROUP | KING TIDE ADVISORS | FORTROVE PARTNERS
CRD#: 167517 / SEC#: 801-121443
RIA
Registered Investment Advisory firm - (6/9/2021 Approved)Colorado
Registered Investment Advisory firm - (7/19/2021 Terminated)Florida
Registered Investment Advisory firm - (6/24/2021 Terminated)Texas
Registered Investment Advisory firm - (6/24/2021 Terminated)Utah
Registered Investment Advisory firm - (6/25/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
823 Se Osceola St, Stuart, FL 34994
Mailing Address
Phone number
(772) 320-9658
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,523 |
| AUM (Assets Under Management) | $ 312,347,184 |
Red Flags
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Company Information
VICTRIX INVESTMENT ADVISORS
CRD#: 167517Stuart, FL 34994TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
