Lancer Cuddy, financial advisor Eagle ID

Lancer Cuddy

CRD Number: 3062299
Current Firm: Continuum Advisory, LLC

Lancer Cuddy (CRD# 3062299) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors Norcross, GA Dec 2019 - Current 4
Continuum Advisory, LLC Eagle, ID Nov 2019 - Current 4
Aaron's Brooklyn Heights, MD Nov 2019 - Nov 2019 < 1
Unemployed Crofton, MD Apr 2019 - Nov 2019 < 1
Loomis Nottingham, MD Dec 2018 - Apr 2019 < 1
Unemployed Crofton, MD Oct 2018 - Dec 2018 < 1
Massmutual Elkridge, MD Aug 2018 - Oct 2018 < 1
Unemployed Crofton, MD Apr 2018 - Jul 2018 < 1
Morgan Stanley Smith Barney Bethesda, MD Jun 2009 - Apr 2018 8
Citigroup Global Markets Inc. Bethesda, MD Jan 2001 - Apr 2018 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lancer S. Cuddy
Phone Number: 2084171933
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,019
    MILLIONS
  • Total Number of Accounts
    2,045
    ACCOUNTS
  • Average Account Value
    $498,345
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

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