WC
William M. Cutler
MYRTLE BEACH, SC 29577
Some features on this profile are disabled
CRD#: 7880698
WC
Professional summary
William Murrell Cutler III, who also goes by Will Cutler, was a registered financial advisor .
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. William had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will 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.
1. Envest Advisors, LLC, Investment Related; Myrtle Beach, SC ; Investment Advisory; Owner; Investment Advisor Representative; 02/2024; 30 hours a month during trading; Financial Planning 2. Envest Financial; Investment Related; Myrtle Beach, SC ; Insurance; Owner; Agent; 01/2019; 15 hours a month during trading; Insurance Sales 3. Jerry Case INC; Not Investment Related; 2584 US-17 BUS Murrells Inlet SC 29576; Subway Franchises, Co-Owner; Executive; 05/2001; 80 hours a month during trading; Overseeing business activities.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 13, 2025 - Present
Office #1: 2411 North Oak Street Ste 209-g, Myrtle Beach, SC 29577
MYRTLE BEACH, SC
Past
February 28, 2024 - November 3, 2025
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
Myrtle Beach, SC
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
California(10/20/2025)
IAR
North Carolina(11/4/2025)
IAR
South Carolina(10/13/2025)
Current firm
No current employment
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.
