Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cutler? Claim Your ProfileCutler Greene is a registered investment advisor representative with Spaulding Greene Wealth Management, LLC. Cutler has been in the financial services industry since 2000. Cutler’s areas of expertise include portfolio management for individuals. Spaulding Greene Wealth Management, LLC is a registered investment advisor firm headquartered in Buffalo, New York. The firm offers investment advisory services to individuals and corporations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NY
06/12/2021 - Present
Spaulding Greene Wealth Management, LLC (Buffalo NY)
NY
07/05/2001 - 01/29/2007
M&T SECURITIES, INC. (BUFFALO NY)
NY
04/26/2000 - 04/30/2001
NDB CAPITAL MARKETS, LP (NEW YORK NY)
IA
Issued 04/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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