Bart P Cutino
Investment adviser representative at Thepartners Wealth Management
13 yearsExperience
1 stateRegistered in
$1.2BFirm assets
4 yearsFirm in business
Are you Bart P Cutino? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
13 years in the industry.
- Thepartners Wealth ManagementJan 2023 to now
- Thepartners Wealth Management dba Central Coast Financial ManageNov 2021 to now
- Centaurus Financial, Inc.Jul 2013 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Thepartners Wealth Management
Legal name: The Partners Wealth Management, LLC
$1.2BAssets managed
6,212Clients
35Advisers
4 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
- 5397147
- Firm CRD
- 314816