Dennis McCurdy, financial advisor Sturbridge MA
96 score

Dennis McCurdy

CRD Number: 1816265
Current Firm: Mccurdy Investments, LLC

Dennis McCurdy (CRD# 1816265) is an Investment Advisor Representative working at Mccurdy Investments, LLC in Sturbridge, MA and has over 29 years of experience in the finance industry. Dennis McCurdy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mccurdy Investments, LLC Sturbridge, MA Oct 2016 - Current 1
Find A Way Sturbridge, MA Jan 2007 - Current 11
Dennis A. Mccurdy & Associates Sturbridge, MA Jan 1988 - Current 30
Green Acres Antique Market, LLC Brimfield, MA Jul 1986 - Current 31
Dennis A. Mccurdy Insurancy Agency, Inc. Sturbridge, MA Jan 1975 - Current 43
Commonwealth Financial Network Sturbridge, MA Mar 1988 - Dec 2016 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
Contact Info for Dennis A. McCurdy
Phone Number: 508-347-8107
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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