Cutter & Co. Inc.

Cutter & Co. Inc.

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15415 Clayton Road

Ballwin, MO 63011

(636) 537-8770

cutterco.com

Year founded: 1988

Year end: Dec. 31

For More Information

CEODeborah M. Castiglioni
Recruiting ContactWilliam L. Meyer
(636) 537-8770
E-mail
Compliance ContactNancy Richter
(636) 779-1606
E-mail
Marketing ContactWilliam L. Meyer
E-mail
Technology Operations ContactStacy Schaefer
636-779-1610
E-mail

Recruitment & Staffing

2019 2018 2017
No. of reps43
No. of reps, male
No. of reps, female
No. of producing reps
No. of producing reps, male
No. of producing reps, female
No. of reps producing $100K-$499K /year
No. of reps producing $500K+ /year
No. of CFPs
No. of full-time employees
No. of fee-based advisers served
Average payout per rep, per year
Avg. annual production of top 20% reps
Total payout, per year
Cost of E&O insurance per rep, per year2700.002700.00
Affiliation fees charged per rep, per yearnone
Affiliation fee coverage

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Social Media & Mobile
Software Offered
Account aggregation software Morningstar Office
Compliance software
CRM Built in house/Proprietary
Document management Powerflow
Financial planning Morningstar Advisor Workstation (Morningstar Inc.)
Thomson One Wealth Management (Thomson Reuters)
Portfolio management Morningstar Office (Morningstar Inc.)
Portfolio rebalancing
Robo-advice
Offers robo-advisory platform?N
If not, when plans to offer a robo-platform1-2 years
Robo-advice services offered
How robo-platform developed
Charge for robo-advisory services?
    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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