Cutter & Company, Inc

Investment Advisor
in Dayton, OH

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About this Advisor

Darrell Patrick is a financial advisor who lives in Dayton, Ohio. Currently a registered financial advisor at Cutter & Company, Inc, they have accrued 11 years of professional experience. Patrick holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Patrick is able to operate in Florida and Ohio. Patrick has worked their whole career at Cutter & Company, Inc. Cutter & Company, Inc is based out of Dayton, Ohio, and has 19 other brick-and-mortar locations in the United States. As a company, Cutter & Company, Inc oversees $645 million in assets covering 1,880 accounts and retains more than 45 people. The amount of assets the firm manages makes it one of the larger investment advisory firms in the country. The firm manages 1,249 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Cutter & Company, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

6450 Poe Avenue Suite 510
Dayton, OH 45414

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Cutter & Company, Inc Brokerage Details

Total Assets Under Management


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


OH Average: 458
Total Number of Accounts


OH Average: 33,415
Average Account Size


OH Average: $343,232

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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

Darrell Patrick Work History

Darrell has 11 years of experience.

2009 - Present (12 years)

Cutter & Company, Inc


Darrell Patrick has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cutter & Company, Inc

Benjamin Castiglioni
Ballwin, MO
Friedrich Thiel
Ballwin, MO
Oliver Ivory
Bettendorf, IA
Cynthia Whitman
Ballwin, MO
Craig Gissy
Ballwin, MO
Raymond Thomes
Dayton, OH
Steven Allread
Dayton, OH
Christopher Robb
Kansas City, MO

This content was compiled from the SEC and FINRA.

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