Robert
Blattel
Cutter & Company, Inc
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About this Advisor
Robert Blattel is a certified financial planner working out of Saint Peters, Missouri with 27 years of relevant experience. Blattel works at Cutter & Company, Inc. They have spent the entirety of their employment at Cutter & Company, Inc. Blattel maintains a Series 63 license, which qualifies them as a securities broker, and is registered to operate in Arizona, Florida, Georgia, Illinois, Iowa, Kansas, Louisiana, Minnesota, Missouri, New Hampshire, Pennsylvania, South Carolina, Texas and Wisconsin. Cutter & Company, Inc is a financial advisory business based in Ballwin, MO. It has offices in 18 locations and a total of 51 financial advisors. It administers $752 million in total assets between its 2,306 client accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves nine charitable organizations. Of its 2,306 customer accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Cutter & Company, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically are based on which services are provided. However, fee types billed by Cutter & Company, Inc likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cutter & Company, Inc Brokerage Details
$751,691,096
51
2,306
$325,972
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
Robert Blattel Work History
Robert has been registered as a financial advisor for 27 years.*
Cutter & Company, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Blattel 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
Burton, OH
Farmington Hills, MI
Laguna Hills, CA
Mission, KS
Ballwin, MO
Ballwin, MO
Laguna Hills, CA
Ballwin, MO
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
