Investment adviser representative · Ep Wealth Advisors
Dallin C. Cutler
CRD 6393685 · Salt Lake City, UT
At a glance
Dallin C. Cutler is an investment adviser representative with Ep Wealth Advisors in Salt Lake City, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dallin’s SEC record dates to 2014, about 11 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Ep Wealth AdvisorsSince October 2020Salt Lake City, UT · $45B in regulatory assets
SEC adviser record
- Registered since
- 2014 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dallin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Ep Wealth Advisors
- Nathan C. CutlerSalt Lake City
- Robert A. DavisSalt Lake City
- Morgan D. DegooyerSalt Lake City · Certified Financial Planner
- Brady C. JardineSalt Lake City · Certified Financial Planner
- Mark R. MatleySalt Lake City · Chartered Financial Consultant
- Colton PeckSalt Lake City · Certified Financial Planner
- Tyson D. TateSalt Lake City
- Brian H. WildeSalt Lake City · Certified Financial Planner
Every advisor at Ep Wealth Advisors →Ep Wealth Advisors: assets, clients and custodians →Financial advisors in Salt Lake City, UT →Every Ep Wealth Advisors advisor in Salt Lake City →Advisor Moves: who changed firms this week →