Amy
Abrams

Cutter & Company, Inc

CRD#6140330
Investment Advisor
in Ballwin, MO

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About this Advisor

Amy Abrams is a financial advisor based in Ballwin, Missouri, working with Cutter & Company, Inc. Amy has previously held positions at Cutter And Company, Loomis, and K-Force. Amy has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Missouri. Currently, Amy is part of Cutter & Company, Inc, which operates out of Ballwin, Missouri. 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 65, Series 63

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

15415 Clayton Road
Ballwin, MO 63011

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Cutter & Company, Inc Brokerage Details

Total Assets Under Management

$865,616,238

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

49

MO Average: 458
Total Number of Accounts

2,329

MO Average: 33,415
Average Account Size

$371,669

MO 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

Amy Abrams Work History

2016 - Present (8 years)

Cutter And Company

2016 - 2016 (< 1 year)

Loomis

2011 - 2016 (5 years)

K-Force

Disclosures

Please visit the SEC profile of Amy Abrams 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

Craig Gissy
Ballwin, MO
Benjamin Castiglioni
Ballwin, MO
Christopher Robb
Mission, KS
Robert Fragnito
Laguna Hills, CA
Stuart Miller
Burton, OH
Michael Cho
Farmington Hills, MI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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