Michael E. Hogan

CUTLER CAPITAL MANAGEMENT

Worcester, MA 01608-1518

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CRD#: 725951

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael E Hogan | Mike Hogan

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.

WELLESLEY ASSET MANAGEMENT, INC., WELLESLEY, MA, INVESTMENT RELATED-RIA, VICE PRESIDENT, START DATE 11/2015; CLIENT ACCOUNT RELATIONSHIP MANAGEMENT, 200 HOURS PER MONTH WITH 130 DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edward Hogan'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

October 18, 2019 - Present

CUTLER CAPITAL MANAGEMENT

Office #1: 306 Main St 2nd Floor, Worcester, MA 01608-1518

RIA

CRD#: 107463

Worcester, MA

Past

November 10, 2017 - October 25, 2018

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Wellesley, MA

Past

December 11, 2015 - October 30, 2018

WELLESLEY ASSET MANAGEMENT, INC.

RIA

CRD#: 116176

WELLESLEY, MA

Past

April 23, 2013 - November 20, 2015

TD PRIVATE CLIENT WEALTH LLC

RIA

CRD#: 164484

PROVIDENCE, RI

Past

February 28, 2013 - November 20, 2015

TD PRIVATE CLIENT WEALTH LLC

CRD#: 164484

PROVIDENCE, RI

Past

October 23, 2009 - November 1, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PROVIDENCE, RI

Past

October 23, 2009 - November 1, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PROVIDENCE, RI

Past

August 28, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

PROVIDENCE, RI

Past

April 30, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

PROVIDENCE, RI

Past

October 24, 2003 - December 31, 2005

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

September 4, 1998 - September 3, 2003

CANTELLA & CO., INC.

CRD#: 13905

MALDEN, MA

Past

September 9, 1996 - June 29, 1998

GE INVESTMENT DISTRIBUTORS, INC

CRD#: 32087

STAMFORD, CT

Past

March 20, 1981 - June 14, 1994

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

March 20, 1981 - June 14, 1994

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, 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".

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
(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

State Security Law Exam

IAR

Series 65

Date: 2/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/17/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/6/1996

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 8/30/1983

Direct Participation Programs Representative Examination

Current Firm

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

SEC notice filing (3 States and Territories)

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 Accounts	300
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.

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Advisor Monitoring

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Michael E. Hogan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edward Hogan's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

WELLESLEY ASSET MANAGEMENT, INC.

TD PRIVATE CLIENT WEALTH LLC

TD PRIVATE CLIENT WEALTH LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

CADARET, GRANT & CO., INC.

CANTELLA & CO., INC.

GE INVESTMENT DISTRIBUTORS, INC

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

CUTLER CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/1999

Series 63

Date: 8/28/1996

SIE

Date: 10/1/2018

Series 7

Date: 7/17/2007

Series 6

Date: 9/6/1996

Series 22

Date: 8/30/1983

Current Firm

CUTLER CAPITAL MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CUTLER CAPITAL MANAGEMENT

TRUST BUT VERIFY

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