Raymond
Thomes

Cutter & Company, Inc

CRD#445527
Investment Advisor
in Dayton, OH

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About this Advisor

Raymond Thomes is a financial advisor working in Dayton, Ohio who has 14 years of relevant experience. Thomes is an advisor for Cutter & Company, Inc. They have spent their complete employment at Cutter & Company, Inc. Thomes has a Series 63 license, certifying them as a securities agent, and can work in Ohio. Cutter & Company, Inc is an advisory company based in Ballwin, MO. The company has offices in 18 locations and a total of 51 employees. It has $752 million in total assets among its 2,306 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides financial advice to nine charities and foundations. Of its 2,306 accounts, just 5% are held by high-net-worth individuals who have at least $1 million in assets. The business performs a number of services, such as 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 which services the firm provides the client. However, fee types billed by Cutter & Company, Inc may include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

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

Raymond Thomes Work History

Raymond 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 Raymond Thomes 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

Michael Cho
Farmington Hills, MI
Christopher Robb
Mission, KS
Robert Fragnito
Laguna Hills, CA
Stuart Miller
Burton, OH
Jeffrey Patterson
Ballwin, MO
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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