Stuart Yantis Cutler

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 12/2022
  Cantella & Co., Inc.
  Boston, MA
• 12/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2013 → 06/2023
  Cantella & Co., Inc.
  Malden, MA

Previous Registrations

• 2013-01-03 → 2023-06-01
  Cantella & Co., Inc.
  Winnetka, IL
  Malden, MA
  Winnetka, IL
  Malden, MA
  Malden, MA
• 2003-01-09 → 2012-12-31
  Commonwealth Financial Network
  Winnetka, IL

Other Businesses

1) WINNETKA MEWS CONDOMINIUM ASSOCIATION / 640 Winnetka Mews, Winnetka IL / 05/2020 / BOARD MEMBER, PROPERTY MANAGEMENT / NIR / 3 HR/MO - 0 HR TRADING 2) CIRA / 1776 Pleasant Plain Rd, Fairfield IA 52556 / 11/2022 / IAR AFFILIATION / INV REL / 160 HR/MO 120 HR TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-08
• S63 Uniform Securities Agent State Law Examination
  1988-07-01

Other Names

• Stuart Y Cutler
• Stuart Yantis Cutler
• Stuart Yantis Cutler