Michael Edward Hogan
Professional Summary
Michael Edward Hogan, who also goes by Michael E Hogan, Mike Hogan, is a registered financial advisor currently at CUTLER CAPITAL MANAGEMENT located in Worcester, Massachusetts. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Michael has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 22 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael E Hogan, Mike Hogan
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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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Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
CUTLER CAPITAL MANAGEMENT | CUTLER WENTZELL & MOYNIHAN LLC | CUTLER CAPITAL MANAGEMENT LLC
Contact Information
Main Address
306 Main St 2nd Floor, Worcester, MA 01608-1518Phone Number
(508) 757-4455# of Employees
9SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
348AUM (Assets Under Management)
$430,827,783Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
CUTLER CAPITAL MANAGEMENT | CUTLER WENTZELL & MOYNIHAN LLC | CUTLER CAPITAL MANAGEMENT LLC
State Registrations and Notice Filings
(10/18/2019)
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.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1996About the Series 6 examSeries 22 — Direct Participation Programs Representative Examination
Passed Aug 1983About the Series 22 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Edward Hogan's CRS (Customer Relationship Summary).
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