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Braeden Cutler

Advisor at Merrill — Provo, UT W 200 N

Updated today

Credentials

Series 63, Series 66

Experience

5 years

Location

Provo, UT 84601

Merrill logo

Merrill

Institution

Total advisors

25,560

Across 3,137 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Braeden Cutler is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on wealth management through a personal, relationship-driven approach. He began his career in the financial services industry at Fidelity Investments, gaining experience in customer service, retirement plan selection for small businesses, and retirement planning for 401(k) participants. He later worked as an investment consultant, helping individuals with planning and investing to achieve various financial goals.

Braeden holds a bachelor's degree in Economics from Utah State University, which he completed in 2023 while working. He joined Merrill Lynch Wealth Management in 2026 to further expand his client services. His areas of expertise include college education planning, divorce transition planning, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income.

Outside of his professional work, Braeden enjoys basketball, cooking, football, golfing, hiking, soccer, and traveling. He and his wife often explore the outdoors in Utah and travel frequently, with a favorite destination being the Dolomites in Italy. Braeden is also dedicated to improving his golf skills with the aim of becoming a scratch golfer.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management College savings (529s, UTMA, etc.) Divorce financial planning

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Provo, UT W 200 N

165 W 200 N

Provo UT 84601

Advisors at this office

25

Most active in

Utah

Work history

5 years of industry experience

Merrill

2026 - Present • 1 year

Provo, UT

Fidelity Investments

2025 - 2026 • 1 year

Boston, MA

Fidelity Investments

2020 - 2026 • 6 years

Salt Lake City, UT

Seven Communications

2020 - 2020 • 1 year

Draper, UT

Utah State University

2020 - 2020 • 1 year

Logan, UT

Vivint Smart Home

2019 - 2020 • 1 year

Logan, UT

Utah State University

2019 - 2019 • 1 year

Logan, UT

Seven Communications

2019 - 2019 • 1 year

Draper, UT

MWT International

2019 - 2019 • 1 year

Salt Lake City, UT

Summit Academy

2019 - 2019 • 1 year

Bluffdale, UT

Vivint Smart Home

2018 - 2019 • 1 year

Logan, UT

Utah State University

2018 - 2019 • 1 year

Logan, UT

Seven Communications

2018 - 2018 • 1 year

Draper, UT

Unemployed

2010 - 2018 • 8 years

Draper, UT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kwaku R

Series 63, Series 66

Orem, UT

Summit Wealth LLC

Kwaku Robinson is a financial advisor at Summit Wealth LLC in Orem, UT, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Fidelity Investments and has experience in education and nonprofit sectors. Outside of his advisory role, Robinson is an independent real estate broker with Exp Realty. Summit Wealth LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and business entities with financial planning, discretionary wealth management, and cash management services. The firm implements portfolios primarily using mutual funds and ETFs, guided by documented client profiles and investment policies.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting Income planning
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Samuel B

Series 66

Vineyard, UT

Galleon Wealth Advisors LLC

Samuel Brasher is a financial advisor with Galleon Wealth Advisors LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Galleon Wealth Advisors in 2025, he worked with several firms including Equitable Advisors, LLC and Helu Capital, and has experience in both financial and non-financial roles. Outside of advising, he is a partner in The Vector Account LLC, a private real estate development company. Galleon Wealth Advisors is an independent firm offering fee-only investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored participant-directed retirement plans. The firm’s investment approach combines modern portfolio theory with passive and active strategies, including pension consulting and ERISA fiduciary services.

Business exit / sale strategy Business ownership considerations Retirement withdrawal strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner
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Sloane O

Series 65

Provo, UT

Ethical Capital

Sloane Ortel is a Series 65-licensed financial advisor with four years of industry experience, currently serving as the sole advisor at Ethical Capital Investment Collaborative. Prior to this role, Ortel worked at Citywire LLC, River Orion LLC, and the CFA Institute. Outside of advisory work, Ortel co-hosts the Free Money Podcast, co-founded a carbon removal project developer, and serves on the board of a sustainability consulting firm. Ethical Capital Investment Collaborative manages discretionary portfolios for individuals, small businesses, and other advisers, using a plant-based exclusionary screening process combined with fundamental and situational analysis. The firm offers portfolio management, performance reporting, educational workshops, and outsourced advisory services, and supports institutional clients through sub-advisory and model portfolio development.

ESG / Sustainable investing Active portfolio management

Matt S

CFP®

Mapleton, UT

Summit Ridge Advisors

Summit Ridge Advisors is an independent, fee-only Registered Investment Advisor (RIA) based in Mapleton, Utah. As a fee-only, fiduciary firm, no commissions or product-based compensation are ever earned — eliminating conflicts of interest to stay focused entirely on your financial goals. Taking a personalized, goals-first approach to financial planning, Summit Ridge Advisors puts you at the center of every decision. Whether you're planning for retirement, managing investments, or building a lasting legacy, your CFP® professional serves as your dedicated financial guide every step of the way — built on trust, clarity, and long-term relationships.

Wealth management Founder/Business Owner Established Professionals Baby Boomers (Born 1946-1964)
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Trevor K

Series 65

Provo, UT

Highland Financial, LLC

Trevor Kuresa is a Series 65-licensed financial advisor with two years of industry experience, currently with Diversify Wealth Management, LLC. Prior to joining Diversify Advisory Services, he worked at FirstPurpose Wealth and York Howell & Guymon. Outside of finance, he serves as an attorney for entrepreneurs and business owners through Hibiscus Legal. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, offering both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Options & derivatives strategies Active portfolio management
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Tylan F

Series 63, Series 66

Lehi, UT

Fletcher Capital Management

Tylan Fletcher is the principal and sole advisor at Fletcher Capital Management in Lehi, Utah, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with his current firm since 2010. In addition to his advisory role, Fletcher is an independent insurance agent licensed to sell health, life, disability, and property and casualty insurance, and he is also a licensed real estate agent. Fletcher Capital Management is an independent firm managing approximately $50.9 million for about 197 clients. The firm provides asset management, pension consulting, and financial planning services to individuals, trusts, small businesses, and retirement plans, employing a diversified, buy-and-hold investment approach that incorporates mutual funds, ETFs, and occasionally digital assets.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Charitable giving tax strategies Founder/Business Owner
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