Marco
Fragnito

Cutter & Company, Inc

CRD#2438311
Investment Advisor
in Laguna Hills, CA

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About this Advisor

Marco Fragnito is a financial advisor based in Laguna Hills, California, working with Cutter & Company, Inc. Marco has previously held positions at Wells Fargo Advisors Financial Network LLC and Cutter And Company Brokerage, Inc. Marco has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Louisiana, Missouri, Texas, and Washington. Currently, Marco is part of Cutter & Company, Inc, which operates out of Laguna Hills, California. The firm has 17 offices and 49 employees. The firm manages assets totaling $865.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Cutter & Company, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

23010 Lake Forest Dr. Ste. E
Laguna Hills, CA 92653

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Cutter & Company, Inc Brokerage Details

Total Assets Under Management

$865,616,238

CA Average: $11,469,110,461
Total Number of Employees

49

CA Average: 458
Total Number of Accounts

2,329

CA Average: 33,415
Average Account Size

$371,669

CA Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Marco Fragnito Work History

2018 - Present (6 years)

Cutter And Company Brokerage, Inc

2010 - 2018 (8 years)

Wells Fargo Advisors Financial Network LLC

Disclosures

Please visit the SEC profile of Marco Fragnito to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cutter & Company, Inc

Benjamin Castiglioni
Ballwin, MO
Craig Gissy
Ballwin, MO
Stuart Miller
Burton, OH
Robert Fragnito
Laguna Hills, CA
Michael Cho
Farmington Hills, MI
Christopher Robb
Mission, KS
Jeffrey Patterson
Ballwin, MO
Amy Abrams
Ballwin, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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