Course Management Investment Advisors, LLC

Course Management Investment Advisors, LLC (CRD# 306974) is a financial advisory firm headquartered in Pinehurst, NC. They manage $74,897,228 in 374 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
5 Dowd Cir, Suite B, Pinehurst, NC 28374
https://www.cmiallc.com
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $200,260
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC, TX, VA

Financial Advisors at Course Management Investment Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Albert Chen, financial advisor Pinehurst NC
Albert Chen
CRD#: 5996821
5 Dowd Cir, Suite B, Pinehurst, NC 28374

Albert Chen (CRD# 5996821) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 12 years of experience in the finance industry.

2
Gregory Lyon, financial advisor Pinehurst NC
Gregory M. Lyon
CRD#: 5169907
5 Dowd Cir, Suite B, Pinehurst, NC 28374

Gregory Lyon (CRD# 5169907) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 11 years of experience in the finance industry.

3
Michael Bucceri, financial advisor Pinehurst NC
Michael S. Bucceri
CRD#: 1970612
5 Dowd Cir, Suite B, Pinehurst, NC 28374

Michael Bucceri (CRD# 1970612) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 34 years of experience in the finance industry.

4
Brian Macintosh, financial advisor Pinehurst NC
Brian Macintosh
CRD#: 4955621
5 Dowd Cir, Suite B, Pinehurst, NC 28374

Brian Macintosh (CRD# 4955621) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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