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President, Chief Compliance Officer, Principal and Managing Member · Cutler Capital Management

Geoffrey K. Dancey

CRD 4744852 · Named on Form ADV at one SEC-registered adviser

At a glance

Cutler Capital Management, an SEC-registered wealth manager based in Worcester, MA with $431 million in regulatory assets, lists Geoffrey K. Dancey on its Form ADV as President, Chief Compliance Officer, Principal and Managing Member, a control person.

Firms and roles

  • Cutler Capital ManagementPresident, Chief Compliance Officer, Principal and Managing MemberWealth manager · Worcester, MA · $431M in regulatory assets

AtlasMembers

Geoffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Geoffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.