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LM

Linda S. Mccurdy

RADIX ORGANIZATION
New York, NY 10075
Some features on this profile are disabled
CRD#: 2991967
LM

Professional summary

Linda Schoenheimer Mccurdy, who also goes by Linda Mccurdy, Linda Schoenheimer, is a registered financial advisor currently at RADIX ORGANIZATION, INC. located in New York, New York.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Linda has worked at 2 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Linda Mccurdy | Linda Schoenheimer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Schoenheimer Mccurdy's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 3, 2021 - Present

RADIX ORGANIZATION, INC.

Office #1: 501 E 79th Street #19a, New York, NY 10075
RIA
CRD#: 172791
New York, NY
Past

May 26, 1998 - June 11, 2009

COHMAD SECURITIES CORPORATION

BD
CRD#: 16307
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RO
RADIX ORGANIZATION, INC.
RADIX ORGANIZATION, INC.

CRD#: 172791 / SEC#: 801-80346

RIA
Registered Investment Advisory firm - (9/22/2014 Approved)

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
New York
(9/3/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 6/23/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/23/1998
General Securities Representative Examination

Current Firm

RO
RADIX ORGANIZATION, INC.
RADIX ORGANIZATION, INC.

CRD#: 172791 / SEC#: 801-80346

RIA
Registered Investment Advisory firm - (9/22/2014 Approved)
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Contact information

Main Address
501 E 79th Street #19a, New York, NY 10075
Mailing Address
Phone number
(212) 697-9141
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts73
AUM (Assets Under Management)$ 184,232,798

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RADIX ORGANIZATION, INC.

CRD#: 172791New York, NY 10075

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