Ellery Elizabeth Barney
Investment Adviser Representative at Cutler Investment Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ellery Elizabeth Barney is an investment adviser representative with Cutler Investment Group in Jacksonville, OR, where they have been registered since 2023. They have worked in the securities industry since 2014 and were previously registered with Morgan Stanley. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Oregon.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cetera Advisor Networks LLCJan 2016 – May 2017El Segundo, CA
- Morgan Stanley Wealth ManagementJun 2017 – Nov 2017Medford, OR
- Morgan Stanley Wealth ManagementJul 2017 – May 2023Medford, OR
- Morgan Stanley Private Bank, National AssociationJul 2017 – May 2023New York, NY
- Cutler Investment Counsel, LLCMay 2023 – no end date reportedJacksonville, OR
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cutler Investment Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.0125
- Under $2,000,0001.25%
- $2,000,000 - $5,000,0001.00%
- Over $5,000,0000.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Jacksonville, OR
- SEC file number:
- 801-62469
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 12, 2026
View full firm profileOther advisors at Cutler Investment Group
Showing 12 of 21 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ellery Elizabeth Barney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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