Ellery Elizabeth Barney
Investment adviser representative at Cutler Investment Group
10 yearsExperience
2 statesRegistered in
$1.5BFirm assets
22 yearsFirm in business
Are you Ellery Elizabeth Barney? 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
- Pension consulting
Experience
10 years in the industry.
- Cutler Investment GroupJun 2025 to now
- Cutler Investment Counsel, LLCMay 2023 to now
- Morgan Stanley Private Bank, National AssociationJul 2017 to May 2023
- Morgan Stanley Wealth ManagementJun 2017 to May 2023
- Cetera Advisor Networks LLCJan 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
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
- 6188496
- Firm CRD
- 128483