Geoffrey Dancey has been President, Chief Compliance Officer, Principal and Managing Member of Cutler Capital Management since June 2006, is a control person of the firm and directly owns between 50% and 75% of it. Geoffrey Dancey holds an MBA from Clark University and a BA from Clark University.
Cutler Capital Management LLC is a Worcester, MA firm with $431M under management, 146 clients and 6 advisers in one office, as of its March 2026 filing.
Geoffrey Dancey is Managing Partner & Portfolio Manager at Cutler Capital Management. He oversees investment research and trading, and has 17 years of experience with Cutler as a Portfolio Manager and Analyst. He is an Investment Committee Member of the Worcester Art Museum.
- Cutler Capital ManagementCurrent– present · 22 yearsWorcester, MA · Adviser representative · Firm CRD 107463
Investment adviser representative registrations
Geoffrey Dancey is registered as an investment adviser representative in Massachusetts, since February 2004.
- MassachusettsSince 13 February 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 January 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Geoffrey Kristopher Allan Dancey
- CRD
- 4744852
- Firm
- Cutler Capital Management · CRD 107463
- Role
- President, Chief Compliance Officer, Principal and Managing Member
- Office
- 306 MAIN STREET, Worcester, MA 01608
- Registration
- Investment adviser registration
- In the industry since
- January 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cutlercapital.com
Where does Geoffrey Dancey work?
Geoffrey Dancey has been President, Chief Compliance Officer, Principal and Managing Member of Cutler Capital Management LLC since June 2006, and is a control person of the firm.
Is Geoffrey Dancey a financial advisor?
Yes. Geoffrey Dancey has a current investment-adviser registration in Massachusetts, through Cutler Capital Management since January 2004.
How many years of experience does Geoffrey Dancey have?
Geoffrey Dancey has 22 years in the financial industry, since January 2004, across 1 adviser firm.
What exams has Geoffrey Dancey passed?
Geoffrey Dancey passed the Series 65 in January 2004.
Where is Geoffrey Dancey based?
Geoffrey Dancey’s registered office is in Worcester, MA.
Is Geoffrey Dancey registered with FINRA?
No. Geoffrey Dancey has no current broker registration.
How can I verify Geoffrey Dancey’s record?
Search CRD 4744852 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Geoffrey Dancey’s full registration record.