AC
AC
Andrew Cutler
44 Years of Experience
Bonita Springs, FL
1 DisclosureBroker
Andrew Cutler is a registered investment advisor at Morgan Stanley, based in Bonita Springs, FL, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
Bonita Springs, FL
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Regulatory History (1)
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Customer Dispute
December 2020Denied
Other Business Activities
Andrew is the Chairman of the Board of Managers for YMCA Needham, MA, focusing on fundraising and business development. This takes a few hours per week outside of business hours.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 2008 - June 2009 · 9 mos
UBS Financial Services INC.
September 2002 - September 2008 · 6 yrs
UBS Financial Services INC.Broker
October 1996 - September 2008 · 11 yrs 11 mos
Dean Witter Reynolds INC.Broker
January 1988 - September 1996 · 8 yrs 8 mos
E. F. Hutton & Company INCBroker
August 1981 - February 1988 · 6 yrs 6 mos
State Registrations32 states
AKAZCACOCTDCDEFLGAHIILMAMDMEMIMNNCNHNJNVNYOHOKORPARISCTXVAVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.