Unclaimed
Stuart Cutler is a financial advisor with over 34 years of experience in the industry. Stuart is currently registered with Cambridge Investment Research Advisors, Inc. in Illinois and Texas. Stuart has previously worked with Cantella & CO., INC., Commonwealth Financial Network, William Blair & Company L.L.C., and PaineWebber Incorporated. Stuart is also a Board Member for the Winnetka Mews Condominium Association.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
12/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (Winnetka IL)
IL
01/03/2013 - 12/09/2022
CANTELLA & CO., INC. (WINNETKA IL)
IL
01/08/2003 - 12/31/2012
COMMONWEALTH FINANCIAL NETWORK (WINNETKA IL)
IL
03/31/1992 - 02/07/2003
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NJ
06/21/1988 - 03/13/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1988
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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