Ellery
Barney
Cutler Investment Group
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About this Advisor
Ellery Barney is a financial advisor based in Jacksonville, Oregon, working with Cutler Investment Group. Ellery has previously held positions at Franklin/Templeton Distributors, Inc, Cetera Advisor Networks LLC, Morgan Stanley Wealth Management, Morgan Stanley Private Bank, National Association, and Cutler Investment Counsel, LLC. Ellery has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Oregon. Currently, Ellery is part of Cutler Investment Group, which operates out of Jacksonville, Oregon. The firm has 3 offices and 21 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at Cutler Investment Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cutler Investment Group Brokerage Details
$1,177,313,040
21
2,056
$572,623
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Ellery Barney Work History
Cutler Investment Counsel, LLC
Morgan Stanley Wealth Management
Morgan Stanley Wealth Management
Morgan Stanley Private Bank, National Association
Cetera Advisor Networks LLC
Franklin/Templeton Distributors, Inc
Disclosures
Please visit the SEC profile of Ellery Barney 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 Cutler Investment Group
Jacksonville, OR
Jacksonville, OR
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Bellevue, WA
Newport Beach, CA
Bellevue, WA
Anchorage, AK
Bellevue, WA
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