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
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts203ACCOUNTS
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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.
MA
Financial Advisors at Mccurdy Investments, LLC
1
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.
2
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.
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