Bart Cutino: $230K Bond Complaint Against Central Coast Advisor

Monterey, California financial advisor Bart Cutino (CRD# 5397147) recently received an investor complaint alleging that he provided unsuitable advice. Financial Industry Regulatory Authority records show that the former Centaurus Financial broker is currently registered as an investment advisor with ThePartners Wealth Management, doing business as Central Coast Financial Management.

Mr. Cutino’s BrokerCheck report discloses one investor complaint. Filed in April 2024, it alleges that as a representative of Centaurus Financial, he breached his fiduciary duty and “recommended an unsuitable, high-risk, investment” in a corporate bond. The pending complaint alleges damages of $230,000.

Central Coast Financial Management’s website includes a profile of Mr. Cutino that describes his background and experience. “As an associate wealth advisor with NCW Group… Bart quickly built a reputation with the firm’s new and existing clients as a dependable relationship manager, helping individuals and their families manage, protect, grow and enjoy their wealth,” it states. “His commitment to extraordinary customer service along with his participation in multiple businesses provided great training in the world of investment, estate and tax planning for highly appreciated business and real estate assets.”

According to the Financial Industry Regulatory Authority and the Securities and Exchange Commission, Bart Cutino holds 16 years of securities industry experience. Based in Monterey, California, he has been an investment advisor with ThePartners Wealth Management since 2023, doing business as Central Coast Financial Management. His past registrations include Centaurus Financial (2013-2021), JP Turner & Company (2007-2013), and QA3 Financial Corporation (2007). His credentials include the passage of three securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; and the Uniform Combined State Law Examination, or Series 66. He is licensed in California. (Information current as of May 18, 2024.)

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