Cutter & Co. Inc.

Cutter & Co. Inc.


15415 Clayton Road

Ballwin, MO 63011

(636) 537-8770

No. of producing reps: 48

Year founded: 1988

Year end: Dec. 31

No. of retail offices: 20

For More Information

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

Recruitment & Staffing

2020 2019 2018
No. of reps4843
No. of reps, male38
No. of reps, female10
No. of producing reps48
No. of producing reps, male40
No. of producing reps, female8
No. of reps producing $100K-$499K /year41
No. of reps producing $500K+ /year7
No. of CFPs5
No. of full-time employees13
No. of fee-based advisers served37
Average payout per rep, per year0
Avg. annual production of top 20% reps0
Total payout, per year0
Cost of E&O insurance per rep, per year$30002700.00
Affiliation fees charged per rep, per yearNonenone
Affiliation fee coverage
$0-$249,999 $250K-$499,999 $500K-$749,999 $750K-$999,999 $1,000,000+
Mutual funds 81%-85% 81%-85% 86%-90% 86%-90% 91%-95%
Insurance 81%-85% 81%-85% 86%-90% 86%-90% 91%-95%
Variable annuities 81%-85% 81%-85% 86%-90% 86%-90% 91%-95%
Limited parterships 81%-85% 81%-85% 86%-90% 86%-90% 91%-95%
Securities 81%-85% 81%-85% 86%-90% 86%-90% 91%-95%
Required minimum production$150,000
2020 2019 2018
Total revenues$13,800,000
Commission revenues0
Securities revenues0
Securities revenues: Stocks0
Securities revenues: Bonds0
Securities revenues: ETFs0
Securities revenues: Other0
Mutual fund revenues0
Annuities revenues0
Annuities revenues: Fixed0
Annuities revenues: Variable0
Annuities revenues: Other0
Insurance revenue0
Insurance revenues: Life
Insurance revenues: Disabilities
Insurance revenues: LTC
Insurance revenues: Other
Alternative revenues
Alternative revenues: Hedge funds
Alternative revenues: Managed futures
Alternative revenues: Private placements
Alternative revenues: REITs
Alternative revenues: Other
Other commission revenues
Fee revenues$7,599,000
Fee revenues: Rep-managed accounts
Fee revenues: Firm-managed accounts
Fee revenues: Outside-managed accounts
Fee revenues: Other
Total revenues: Other0
2020 2019 2018
Total account assets0
Fee-based assets0
Fee-based assets: Clearing firm0
Fee-based assets: Advisory firm platforms0
Fee-based assets: Third-party money managers0
Fee-based assets: Other0
Total account assets: Other0
Average assets per rep00

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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
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?
  • 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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