Matthew Kutcher
Matthew Kutcher is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Palm Beach, FL, with 28 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
255 S County Rd 2nd Fl, Palm Beach, FL, 33480
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2023Customer Dispute
November 2023Customer Dispute
August 2008Customer Dispute
May 2008Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
State Registrations33 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.
Exams
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