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Craig James Gissy

Cutter & Company, Inc.

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About Craig James Gissy

Craig Gissy is an investment advisor representative at Cutter & Company, Inc. Craig has been in the financial services industry since December 1, 2009 and has worked at Cutter & Company, Inc. since August 2013. Craig is registered to provide investment advice in Arizona, California, Florida, Illinois, Missouri, and Oregon. Craig specializes in portfolio management for businesses, portfolio management for individuals, and financial planning. Craig is also registered with FINRA and holds Series 7 and Series 66 licenses.

Firm Information

Craig Gissy 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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Craig Gissy’s Registration & Firm History

MO

01/06/2022 - Present

Cutter & Company, Inc. (BALLWIN MO)

MO

12/01/2009 - 09/04/2013

EDWARD JONES (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/12/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig James Gissy.
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