MC
MC

Michelle Cutrali

20 Years of Experience
Southington, CT
BrokerSells Insurance

Michelle Cutrali is a registered investment advisor at Wells Fargo Advisors, based in Southington, CT, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1650 West Street 1st floor, Southington, CT, 06489

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michelle is an independent insurance agent brokering non-registered insurance products since 2022, dedicating about 10-20% of her time. She also has 100% ownership of Cutrali Insurance & Financial Services, LLC since 2021, spending about 10% of her time on it.

Employment History
Current Registrations
Wells Fargo Advisors
February 2024 - Present · 2 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Eagle Strategies LLC
October 2022 - February 2024 · 1 yr 4 mos
Nylife Securities LLCBroker
May 2018 - February 2024 · 5 yrs 9 mos
TD Ameritrade, INC.Broker
December 2013 - November 2016 · 2 yrs 11 mos
TD Wealth Management Services INC.Broker
November 2009 - May 2010 · 6 mos
Bancnorth Investment Group, INC.Broker
August 2006 - November 2009 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - May 2006 · 2 mos
Advest, INC.Broker
September 2000 - March 2006 · 5 yrs 6 mos
State Registrations9 states
AZCACOCTFLMANYRISC
AdvisorBrokerBoth

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
No exam information available for this advisor.