Steven
Cutcliffe
Abbrea Capital, LLC
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About this Advisor
Steven Cutcliffe is a financial advisor based in Greenbrae, California, working with Abbrea Capital, LLC. Steven has previously held positions at Suntrust Bank, Genspring Family Offices, and Abbrea Capital, LLC. Steven has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Steven is part of Abbrea Capital, LLC, which operates out of Greenbrae, California. The firm has 7 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Abbrea Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Abbrea Capital, LLC Brokerage Details
$1,190,810,620
7
777
$1,532,575
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Steven Cutcliffe Work History
Abbrea Capital, LLC
Genspring Family Offices
Suntrust Bank
Disclosures
Please visit the SEC profile of Steven Cutcliffe 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 Abbrea Capital, LLC
Greenbrae, CA
Greenbrae, CA
Greenbrae, CA
Greenbrae, CA
Sausalito, CA
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