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William Murrell Cutler

Envest Advisors, LLC

Myrtle Beach, SC

CRD 7880698

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Employer firm

Envest Advisors, LLC CRD 338053

$7.26M regulatory AUM 30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Envest Advisors, Llc

2411 North Oak Street Ste 407, Myrtle Beach, SC 29577 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-09
NC RA APPROVED 2025-11-04
CA RA APPROVED 2025-10-20
SC RA APPROVED 2025-10-13
  • TX RA
    APPROVED
    Since 2026-01-09
  • NC RA
    APPROVED
    Since 2025-11-04
  • CA RA
    APPROVED
    Since 2025-10-20
  • SC RA
    APPROVED
    Since 2025-10-13

Branch Locations

2411 North Oak Street Ste 407, Myrtle Beach, SC 29577 • 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
Jerry Case Inc / Subway Murrells Inlet SC 05/2001 Present
William Cutler Myrtle Beach SC 01/2019 Present
Gradient Advisors, Llc Conway SC 02/2024 11/2025
Envest Advisors, Llc Myrtle Beach SC 10/2025 Present
Envest Advisors, Llc Myrtle Beach SC 02/2023 Present
Envest Financial Llc Myrtle Beach SC 01/2019 Present
  • 05/2001 → Present
    Jerry Case Inc / Subway
    Murrells Inlet, SC
  • 01/2019 → Present
    William Cutler
    Myrtle Beach, SC
  • 02/2024 → 11/2025
    Conway, SC
  • 10/2025 → Present
    Myrtle Beach, SC
  • 02/2023 → Present
    Myrtle Beach, SC
  • 01/2019 → Present
    Envest Financial Llc
    Myrtle Beach, SC
Previous Registrations
Other Businesses

1. Envest Advisors, LLC, Investment Related; Myrtle Beach, SC ; Investment Advisory; Owner; Investment Advisor Representative; 02/2024; 30 hours a month during trading; Financial Planning 2. Envest Financial; Investment Related; Myrtle Beach, SC ; Insurance; Owner; Agent; 01/2019; 15 hours a month during trading; Insurance Sales 3. Jerry Case INC; Not Investment Related; 2584 US-17 BUS Murrells Inlet SC 29576; Subway Franchises, Co-Owner; Executive; 05/2001; 80 hours a month during trading; Overseeing business activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-10
  • S65 Uniform Investment Adviser Law Examination
    2024-01-10
Other Names
  • Will Cutler

View on SEC IAPD

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