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Joseph Cutler

Arete Wealth Advisors, LLC
16 Years of Experience
Jersey City, NJ
6 DisclosuresBroker
View SEC Summary
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Joseph Cutler is a registered investment advisor at Arete Wealth Advisors, LLC, based in Jersey City, NJ, with 16 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 5,426 clients with $2.7B in assets under management.

Arete Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
146 advisors
Number of Clients
5,426 clients
Average Client Portfolio
$506K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $249K3.00%
$249K - $750K2.50%
$750K - $1.5M2.00%
$1.5M - $5.0M1.75%
$5M+1.50%

Fees are negotiable and tailored to each client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

30 Montgomery St, 12th Fl, Jersey City, NJ, 07302

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2025
Financial
February 2023
Pending
Financial
January 2023
Pending
Financial
January 2023
Pending
Financial
December 2022
Pending
Financial
December 2022
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Arete Wealth Advisors, LLC
March 2026 - Present · 7 mos
Arete Wealth Management, LLCBroker
January 2026 - Present · 9 mos
Previous Registrations
Wells Fargo Advisors
June 2021 - December 2025 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
February 2014 - December 2025 · 11 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - November 2013 · 1 yr 1 mo
Chase Investment Services CORP.Broker
November 2011 - October 2012 · 11 mos
PNC InvestmentsBroker
May 2011 - September 2011 · 4 mos
Chase Investment Services CORP.Broker
December 2009 - April 2011 · 1 yr 4 mos
State Registrations5 states
CTNJPASCTX
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.
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