Matthew Cutler Patten
Investment adviser representative at Cutler Investment Group
23 yearsExperience
3 statesRegistered in
$1.5BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Cutler Investment GroupDec 2017 to now
- Cutler Investment Counsel, LLCAug 2003 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, TX).
Cutler Investment Group
Legal name: Cutler Investment Counsel, LLC
$1.5BAssets managed
1,074Clients
21Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2762796
- Firm CRD
- 128483