Beth Cutler
Beth Cutler is a registered investment advisor at Wells Fargo Advisors, based in Old Greenwich, CT, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1700 E Putnam Ave, Ste 200, Old Greenwich, CT, 06870
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Beth is an author and co-trustee for her sister and mother. She also has ownership stakes in several investment-related entities, including Cutler Investment Management, Cutler Andrews Capital Management, Merritt Point Wealth Advisors LLC, and others, dedicating significant time to Cutler Andrews Capital Management (nearly full-time).
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations48 states
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.