GD
CFA
GD
CFA

Geoffrey Dancey

22 Years of Experience
Worcester, MA

Geoffrey Dancey is a CFA-designated registered investment advisor, based in Worcester, MA, with 22 years of industry experience.

Location

306 Main Street, Worcester, MA, 01608

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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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Employment History
Previous Registrations
Cutler Capital Management
January 2004 - December 2025 · 21 yrs 11 mos
State Registrations1 state
MA
Advisor

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.
Geoffrey Dancey - Financial Advisor | TrueAdvisor