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Geoffrey Kristopher Allan Dancey

Cutler Capital Management

Worcester, MA

CRD 4744852

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Employer firm

Cutler Capital Management CRD 107463

$431M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Cutler Capital Management

306 Main St 2Nd Floor, Worcester, MA 01608-1518 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2004-02-13
  • MA RA
    APPROVED
    Since 2004-02-13

Branch Locations

306 Main Street, Worcester, MA 01608 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cutler Capital Management Llc Worcester MA 12/2003 Present
  • 12/2003 → Present
    Cutler Capital Management Llc
    Worcester, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-16
  • S65 Uniform Investment Adviser Law Examination
    2004-01-16
Designations
  • Chartered Financial Analyst
Other Names
  • Geoffrey Dancey

View on SEC IAPD

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