Cutter & Company, Inc
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
Years of Experience
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Cutter & Company, Inc Brokerage Details
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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.
Cutter & Company, Inc
Darrell Patrick has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cutter & Company, Inc
Kansas City, MO