Dennis A. Mccurdy
MCCURDY & ANDREW INVESTMENTS
STURBRIDGE, MA 01566
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CRD#: 1816265
Professional summary
Dennis Adolphe Mccurdy, CFP® is a registered financial advisor currently at MCCURDY & ANDREW INVESTMENTS, LLC located in Sturbridge, Massachusetts.
Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Dennis has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Investment Planning
Budgeting
Long-term Care
Small Business Planning
Comprehensive Financial Planni...
Estate Planning
Tax Planning
Retirement Planning
Insurance Planning
Education Planning
Business Succession Planning
Retirement Income Management
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. DENNIS A. MCCURDY INSURANCE AGENCY - INVESTMENT RELATED (INSURANCE), PRESIDENT AND 100% OWNER, FIXED INSURANCE SALES DBA MCCURDY GROUP. 80 HOURS/MONTH.
2. GREEN ACRES ANTIQUE MARKET, LLC - NOT INVESTMENT RELATED, 9 PROSPECT HILL RD., BRIMFIELD, MA; EST. 1986, 1/3 OWNER AND OPERATOR FLEA MARKETS AND ANTIQUE SHOWS AND HAVE RENTAL HOUSE WITH FAMILY. 8 HOURS PER MONTH/100 HOURS ANNUALLY.
3. DENNIS A. MCCURDY & ASSOCIATES, NOT INVESTMENT RELATED, 511 MAIN ST., STURBRIDGE, MA 01566, EST. 1988, TAX PREPARATION AND ACCOUNTING SERVICES AT BRANCH LOCATION, NOT INVESTMENT RELATED, 2 HOURS/WEEK.
4. FIND A WAY - SOLE OWNER AND SPEAKER OF PERSONAL GROWTH WORKSHOPS AND MOTIVATIONAL WEBSITE, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 2 HOURS/MONTH.
5. AUTHOR OF TWO MOTIVATIONAL BOOKS, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED.
6. SOLE OWNER OF BRANCH OFFICE BUILDING. AT BRANCH LOCATION, NOT INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Dennis Adolphe Mccurdy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1989
Experience
Current
March 20, 2017 - Present
MCCURDY & ANDREW INVESTMENTS, LLC
Office #1: 212 Main Street, Sturbridge, MA 01566RIA
CRD#: 286179
STURBRIDGE, MA
Past
January 1, 1996 - December 31, 2016
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
STURBRIDGE, MA
Past
April 20, 1988 - December 31, 2016
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
STURBRIDGE, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(3/20/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
M&
MCCURDY & ANDREW INVESTMENTS, LLC
MCCURDY & ANDREW INVESTMENTS, LLC | MCCURDY INVESTMENTS, LLC | MCCURDY GROUP
CRD#: 286179 / SEC#:
Massachusetts
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Contact information
Main Address
212 Main Street, Sturbridge, MA 01566
Mailing Address
Po Box 531, Sturbridge, MA 01566
Phone number
(508) 347-8107
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 213 |
| AUM (Assets Under Management) | $ 24,898,637 |
Red Flags
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Company Information
MCCURDY & ANDREW INVESTMENTS, LLC
CRD#: 286179Sturbridge, MA 01566TRUST BUT VERIFY
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Contact information
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