Mccurdy Investments, LLC

Mccurdy Investments, LLC (CRD# 286179) is a financial advisory firm headquartered in Sturbridge, MA. They manage $23,036,222 in 203 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

212 Main Street, Sturbridge, MA 01566

http://www.mccurdyinvestments.com

By the Numbers

Total Assets Under Management

23

MILLION
Total Number of Accounts

203

ACCOUNTS
Average Account Value

$113,479

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Mccurdy Investments, LLC

Showing 1 - 2 of 2 top financial advisors.

Dennis A. McCurdy

CRD#: 1816265

212 Main Street, Sturbridge, MA 01566

Dennis McCurdy (CRD# 1816265) is an Investment Advisor Representative working at Mccurdy Investments, LLC in Sturbridge, MA and has over 35 years of experience in the finance industry.

Lindsey D. Andrew

CRD#: 7586008

212 Main Street, Sturbridge, MA 01566

Lindsey Andrew (CRD# 7586008) is an Investment Advisor Representative working at Mccurdy Investments, LLC in Sturbridge, MA and has 1 year 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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