Ethan M Kapsambelis
Investment adviser representative at Cutter Financial Group LLC
12 yearsExperience
1 stateRegistered in
$216.9MFirm assets
9 yearsFirm in business
Are you Ethan M Kapsambelis? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Cutter Financial Group, LLCFeb 2022 to now
- Wood Wealth GroupApr 2021 to now
- Lewis & Weldon Custom Cabinetry LLC.Aug 2019 to now
- Island Wine and SpiritsJan 2019 to Apr 2019
- Salve Regina UniversitySep 2015 to May 2019
- Cape Cod Quick Lube LLC. (jiffy Lube)Jan 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
Cutter Financial Group LLC
$216.9MAssets managed
521Clients
3Advisers
9 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
- 7419032
- Firm CRD
- 290016