William McCurdy (CRD# 7193529) is an Investment Advisor Representative working at Smith Capital Investors, LLC in Denver, CO and has over 3 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alps Distributors, Inc. | Denver, CO | Oct 2019 - Current | 4 |
| Smith Capital Investors, LLC | Denver, CO | Feb 2018 - Current | 6 |
| University Of Colorado Boulder | Boulder, CO | Aug 2015 - May 2019 | 3 |
| University Of Colorado Boulder | Boulder, CO | Jan 2016 - May 2018 | 2 |
| Wind Ridge Capital | Boulder, CO | Mar 2016 - Mar 2018 | 2 |
| Town Of Erie | Erie, CO | Mar 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- CO
-
Total Assets Under Management3,715MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$1,857,712,303
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
CO
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