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Geoffrey Kristopher allan Dancey

Investment adviser representative at Cutler Capital Management
23 yearsExperience
1 stateRegistered in
CFADesignation
$430.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. Cutler Capital Management LLCDec 2003 to now

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 1 state (MA).

Cutler Capital Management

Legal name: Cutler Capital Management LLC

$430.8MAssets managed
146Clients
3Advisers
26 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
4744852
Firm CRD
107463
Advisor's SEC record (opens in a new tab)
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