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Christopher James Cutlip

EVERMAY WEALTH MANAGEMENT

ARLINGTON, VA

·CRD# 7566735·3 years experience

Professional Summary

Christopher James Cutlip, who also goes by Chris Cutlip, is a registered financial advisor currently at EVERMAY WEALTH MANAGEMENT, LLC located in Arlington, Virginia. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Cutlip

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

3 years in the financial services industry

Current & Past Employments

EVERMAY WEALTH MANAGEMENT, LLC·CRD# 149230

RIA

3901 Fairfax Drive Suite 400, Arlington, VA 22203

June 4, 2026 - Present

PRIVATE ADVISOR GROUP, LLC·CRD# 155216

RIA

Reston, VA

February 2, 2024 - May 21, 2026

LPL FINANCIAL LLC·CRD# 6413

BD

Reston, VA

November 10, 2023 - June 4, 2026

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Current Firm

EW

EVERMAY WEALTH MANAGEMENT, LLC

EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA

Registered Investment Advisory firm - SEC (3/27/2009 Approved)

Contact Information

Main Address

3901 Fairfax Drive Suite 400, Arlington, VA 22203

Phone Number

(703) 822-5696

# of Employees

24

SEC notice filing (24 States and Territories)

Registered to provide investment advisory services in 24 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVERMAY WEALTH MANAGEMENT FORM ADV PART 2A (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,957

AUM (Assets Under Management)

$1,329,578,501

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/21/2025	Cover Page	Report
10/04/2024	Cover Page	Report
10/16/2023	Cover Page	Report

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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.

1) 08/31/2023 - Global Advisor Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 12/03/2024 - Private Advisor Group - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/31/2023 - 160 Hours per Month/ During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 12/03/2024 - Global Advisor Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/31/2023 - 160 Hours per Month/ 100 Hours During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

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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".

EW

EVERMAY WEALTH MANAGEMENT, LLC

EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA

Registered Investment Advisory firm - SEC (3/27/2009 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.

IAR

Virginia
(6/4/2026)

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 66 — Uniform Combined State Law Examination

Passed Jan 2024About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2023About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher James Cutlip's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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CC

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