Darrell
Patrick

Cutter & Company, Inc

CRD#357750
Investment Advisor
in Dayton, OH

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About this Advisor

Darrell Patrick is a financial advisor operating out of Dayton, Ohio with a total of 14 years of relevant experience. Patrick is currently employed by Cutter & Company, Inc. They have spent the entirety of their career at Cutter & Company, Inc. Patrick holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Florida, Massachusetts, Michigan and Ohio. Cutter & Company, Inc is a registered investment business based out of Ballwin, MO. The investment advisory business has offices in 18 locations and a total of 51 advisors. It controls $752 million in assets between its 2,306 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 2,306 customer accounts, just 5% are held by high-net-worth clients who have at least $1 million in assets available to invest. Cutter & Company, Inc 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. Fees charged by financial advisors typically are based on the type of services. Fees charged by Cutter & Company, Inc can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

$751,691,096

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

51

OH Average: 458
Total Number of Accounts

2,306

OH Average: 33,415
Average Account Size

$325,972

OH 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

Darrell Patrick Work History

Darrell has been registered as a financial advisor for 14 years.*

2009 - Present (15 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 Darrell Patrick 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
Michael Cho
Farmington Hills, MI
Jeffrey Patterson
Ballwin, MO
Stuart Miller
Burton, OH
Benjamin Castiglioni
Ballwin, MO
Marco Fragnito
Laguna Hills, CA
Friedrich Thiel
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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