Geoffrey Dancey
Cutler Capital Management · Worcester, Massachusetts
Geoffrey Dancey is a fee-only financial advisor at Cutler Capital Management in Worcester, Massachusetts, who holds the CFA credential. Cutler Capital Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Cutler Capital Management |
|---|---|
| Based in | Worcester, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $430.8M across 348 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 4744852 |
| Exams passed | Series 65 (2004) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.cutlercapital.com |
| Profile |
How Geoffrey's firm compares
- Cutler Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 348 accounts).
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Questions about Geoffrey
Is Geoffrey Dancey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Geoffrey holds no broker registration, and Cutler Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Geoffrey charge for financial advice?
Geoffrey's firm, Cutler Capital Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Geoffrey Dancey based?
Geoffrey Dancey is based in Worcester, Massachusetts.
What credentials does Geoffrey Dancey hold?
Geoffrey Dancey holds the CFA credential.
Is Geoffrey Dancey registered with the SEC?
Yes. Geoffrey Dancey is registered as an investment adviser representative in MA (CRD 4744852), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cutler Capital Management manage?
Cutler Capital Management reports $430.8M across 348 accounts in assets under management.
How do I contact Geoffrey Dancey?
Through Geoffrey's website, www.cutlercapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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