Christopher James Cutlip
Investment adviser representative at Evermay Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Evermay Wealth Management, LLCMay 2026 to now
- Global Advisor GroupJul 2023 to May 2026
- Global Advisor GroupDec 2022 to May 2023
- Global Advisor GroupMay 2022 to Aug 2022
- BarbacoaMay 2021 to Aug 2021
- Virginia TechAug 2019 to May 2023
- Minisink Swim and Tennis ClubJun 2019 to Aug 2019
- Chatham High SchoolSep 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Evermay Wealth Management, LLC
$1.3BAssets managed
567Clients
23Advisers
17 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
- 7566735
- Firm CRD
- 149230