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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hogan is an Investment Advisor Representative at Cutler Capital Management. Michael has been in the industry for over 20 years, and has experience in various investment services including financial planning, portfolio management, and retirement planning. Michael is a Chartered Financial Consultant and holds Series 6, 7, 63, and 65 licenses, along with the SIE exam. Michael has worked at various firms including TD Private Client Wealth LLC, Foreside Fund Services, LLC, and Cantel & Co., Inc. Cutler Capital Management provides investment services to high net worth individuals, corporations, charitable organizations, and pooled investment vehicles. The firm manages over $315 million in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
10/18/2019 - Present
Cutler Capital Management (WORCESTER MA)
MA
11/10/2017 - 10/25/2018
FORESIDE FUND SERVICES, LLC (Wellesley MA)
RI
02/28/2013 - 11/20/2015
TD PRIVATE CLIENT WEALTH LLC (PROVIDENCE RI)
RI
10/23/2009 - 11/01/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
RI
04/30/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PROVIDENCE RI)
NY
10/24/2003 - 12/31/2005
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MA
09/04/1998 - 09/03/2003
CANTELLA & CO., INC. (MALDEN MA)
CT
09/09/1996 - 06/29/1998
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
MA
03/20/1981 - 06/14/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/20/1981 - 06/14/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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