Linda
Bryant

Cutter & Company, Inc

CRD#1463490
Investment Advisor
in Ballwin, MO

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About this Advisor

Linda Bryant is a financial advisor who works in Ballwin, Missouri who has 8 years of relevant experience. Bryant works at Cutter & Company, Inc. Their career trajectory has included roles at Financial Focus, Wedgewood Partners, Inc and Cutter & Company, Inc. Bryant has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California, Florida, Minnesota, Missouri, North Carolina, Ohio and Texas. Cutter & Company, Inc is a registered investment firm that has its headquarters in Ballwin, MO. The investment advisory business has offices in 18 locations and a total of 51 advisors. It oversees $752 million in assets under management across its 2,306 client accounts, making it one of the bigger firms in the country by assets under management. The firm advises nine charities and foundations. Of its 2,306 customer accounts, just 5% belong to high-net-worth clients who have more than $1 million in investable assets. The firm has a number of services, including 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 largely depend on the type of financial services. Fees billed by Cutter & Company, Inc likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

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

$751,691,096

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

51

MO Average: 458
Total Number of Accounts

2,306

MO Average: 33,415
Average Account Size

$325,972

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

Linda Bryant Work History

Linda has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Cutter & Company, Inc

1990 - Present (34 years)

Financial Focus

1998 - 2015 (17 years)

Wedgewood Partners, 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 Linda Bryant 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

Christopher Robb
Mission, KS
Robert Fragnito
Laguna Hills, CA
Jeffrey Patterson
Ballwin, MO
Michael Cho
Farmington Hills, MI
Stuart Miller
Burton, OH
Friedrich Thiel
Ballwin, MO
Marco Fragnito
Laguna Hills, CA
Benjamin Castiglioni
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.

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