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Ethan M Kapsambelis

Cutter Financial Group LLC

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About Ethan M Kapsambelis

Ethan Kapsambelis is an Investment Advisor Representative associated with Cutter Financial Group LLC. Ethan's office is located in Falmouth, Massachusetts. Ethan has been in the securities industry for over 1 year. Ethan holds a Series 66, Series 7TO, and SIE licenses. Ethan is currently registered with the state of Massachusetts. Ethan also works with Lewis & Weldon Custom Cabinetry LLC as an "Inside Project Manager".

Firm Information

Ethan Kapsambelis is currently registered with Cutter Financial Group LLC. Cutter Financial Group LLC is an investment advisory firm based in Falmouth, MA. The firm manages approximately $207.31 million in discretionary assets for 1,916 clients, primarily individuals and families. Cutter Financial Group LLC offers financial planning and portfolio management services.
Cutter Financial Group LLC

84 DAVIS STRAITS

FALMOUTH, MA 02540

$207.31M

Assets Under Management

Not reported

Total Clients

3

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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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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percentage of assets

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

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Ethan Kapsambelis’s Registration & Firm History

MA

02/15/2022 - Present

Cutter Financial Group LLC (FALMOUTH MA)

MA

08/31/2021 - 02/22/2022

THE O.N. EQUITY SALES COMPANY (Charlestown MA)

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Licenses & Designations

BOTH

Issued 12/21/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ethan M Kapsambelis.
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