Jacqueline
Castiglioni
Cutter & Company, Inc
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About this Advisor
Jacqueline Castiglioni is a financial advisor operating in Ballwin, Missouri, with 7 years of industry experience. Castiglioni is currently employed by Cutter & Company, Inc. Castiglioni has gained experience at Cutter & Company, Inc and Greater Image. Castiglioni maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Missouri. Cutter & Company, Inc is an advisory business operating out of Ballwin, MO. The investment advisory business has offices in 18 locations and a total of 51 advisors. It administers $752 million in assets under management across its 2,306 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides services to nine charities and foundations. Of its 2,306 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on the services provided. Fee types charged by Cutter & Company, Inc can consist 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
Jacqueline Castiglioni Work History
Jacqueline has been registered as a financial advisor for 7 years.*
Cutter & Company, Inc
Greater Image
*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 Jacqueline Castiglioni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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