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Edward Harold Gardner

Cutter & Company, Inc.

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About Edward Harold Gardner

Edward Harold Gardner is a financial advisor at Cutter & Company, Inc. with over 30 years of experience in the financial services industry. Edward has worked with a variety of clients, including high net worth individuals, corporations, and charitable organizations. His areas of expertise include financial planning, portfolio management, and selection of other advisors. Edward is licensed to provide advisory services in 12 states and is also registered with FINRA. Edward is a graduate of the University of Connecticut. He holds a Series 7, Series 31, and Series 63 license, as well as the SIE exam. Edward has also completed the Uniform Investment Adviser Law Examination.

Firm Information

Edward Gardner 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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Edward Gardner’s Registration & Firm History

MO

01/31/2023 - Present

Cutter & Company, Inc. (BALLWIN MO)

NY

10/31/2007 - 10/17/2014

JANNEY MONTGOMERY SCOTT LLC (ALBANY NY)

NY

05/09/1997 - 11/05/2007

A. G. EDWARDS & SONS, INC. (LAKE PLACID NY)

NY

02/18/1993 - 05/20/1997

GRUNTAL & CO., L.L.C. (NEW YORK NY)

NY

09/11/1991 - 03/11/1993

HANOVER, STERLING & COMPANY LTD. (NEW YORK NY)

NY

05/22/1991 - 10/21/1991

D. H. BLAIR & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/14/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Edward Harold Gardner. Review regulatory record here.
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