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Ellery Elizabeth Barney

Cutler Investment Group

Jacksonville, OR

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Current Employers
Cutler Investment Group

525 Bigham Knoll, Jacksonville, OR 97530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-18
OR RA APPROVED 2025-06-18
  • CA RA
    APPROVED
    Since 2025-06-18
  • OR RA
    APPROVED
    Since 2025-06-18

Branch Locations

525 Bigham Knoll, Jacksonville, OR 97530 • 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
Cetera Advisor Networks Llc El Segundo CA 01/2016 05/2017
Morgan Stanley Wealth Management Medford OR 06/2017 11/2017
Morgan Stanley Wealth Management Medford OR 07/2017 05/2023
Morgan Stanley Private Bank, National Association New York NY 07/2017 05/2023
Cutler Investment Counsel, Llc Jacksonville OR 05/2023 Present
  • 01/2016 → 05/2017
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2017 → 11/2017
    Morgan Stanley Wealth Management
    Medford, OR
  • 07/2017 → 05/2023
    Morgan Stanley Wealth Management
    Medford, OR
  • 07/2017 → 05/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 05/2023 → Present
    Cutler Investment Counsel, Llc
    Jacksonville, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-10
S63 Uniform Securities Agent State Law Examination 2014-05-21
  • S65 Uniform Investment Adviser Law Examination
    2017-04-10
  • S63 Uniform Securities Agent State Law Examination
    2014-05-21
Other Names
  • Ellery Elizabeth Kaiser
  • Ellery E Kaiser

View on SEC IAPD

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