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Geoffrey Kristopher allan Dancey

Cutler Capital Management

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About Geoffrey Kristopher allan Dancey

Geoffrey Dancey is an investment advisor representative associated with Cutler Capital Management. Geoffrey has been working in the financial services industry since December 2003. Geoffrey has been registered as an investment advisor representative in Massachusetts since February 13, 2004, and in Florida since March 4, 2004. Geoffrey passed the Uniform Investment Adviser Law Examination (Series 65) on January 16, 2004. Geoffrey holds the Chartered Financial Analyst designation. Cutler Capital Management is a Registered Investment Advisor firm based in Worcester, Massachusetts. Cutler Capital Management provides portfolio management services for individuals, businesses and pooled investment vehicles.

Firm Information

Geoffrey Dancey is currently registered with Cutler Capital Management. Cutler Capital Management is an investment advisor based in Worcester, MA. The firm provides portfolio management for individuals, businesses, and pooled investment vehicles. They also offer financial planning services. As of the latest report, the firm manages $315,574,322 in assets for 278 clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Cutler Capital Management

306 MAIN ST

WORCESTER, MA 01608-1518

$315.57M

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 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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Geoffrey Dancey’s Registration & Firm History

MA

02/13/2004 - Present

Cutler Capital Management (WORCESTER MA)

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Licenses & Designations

IA

Issued 01/16/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffrey Kristopher allan Dancey.
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