Richard Cutler
Richard Cutler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ramsey, NJ, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
48 S Franklin Trnpke Ste 301, Ramsey, NJ, 07446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is an independent insurance agent selling various insurance products, including property & casualty, business insurance, homeowners & auto, group health policies, long-term disability, long-term care, and dental insurance. He also operates under the DBA Cutler Financial Services, LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cutler Financial Services, LLC
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Guardian Investor Services CorporationBroker
Nel Equity Services CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.