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Amy Lynn Abrams

Cutter & Company, Inc.

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About Amy Lynn Abrams

Amy Lynn Abrams is an investment advisor representative with Cutter & Company, Inc. Amy has been in the industry for over 6 years, and is registered with the state of Missouri as both a broker-dealer and an investment advisor. Amy specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Cutter & Company is a firm based in Ballwin, MO, and has been in operation for over 30 years. Amy's clients include individuals, corporations, pension and profit sharing plans, and charitable organizations.

Firm Information

Amy Abrams is currently registered with Cutter & Company, Inc.. Cutter & Company, Inc. is a corporation formed in 1988, headquartered in BALLWIN, MO, USA. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. It has regulatory assets under management of over $865 million and serves clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Cutter & Company, Inc.

15415 CLAYTON ROAD

BALLWIN, MO 63011

$865.62M

Assets Under Management

1,199

Total Clients

52

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Abrams’s Registration & Firm History

MO

05/09/2023 - Present

Cutter & Company, Inc. (BALLWIN MO)

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Licenses & Designations

IA

Issued 05/04/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2023

Series 24 - General Securities Principal Examination

BC

Issued 05/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Amy Lynn Abrams. Review regulatory record here.
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