Samuel Mccurdy Kirkpatrick
Professional Summary
Samuel Mccurdy Kirkpatrick, who also goes by Sam Kirkpatrick, Samuel Mccurdy Kirkpatrick III, is a registered financial advisor currently at MAYFAIR ADVISORY GROUP, LLC located in Birmingham, Alabama. Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Samuel has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sam Kirkpatrick, Samuel Mccurdy Kirkpatrick Iii
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
BIRCH WEALTH PARTNERS, LLC | MAYFAIR ADVISORY GROUP, LLC
Contact Information
Main Address
110 Office Park Drive Suite 220, Birmingham, AL 35223Phone Number
(205) 395-6970# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,240AUM (Assets Under Management)
$806,422,657Similar Advisors
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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.
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Primary Firm SEC Registration
BIRCH WEALTH PARTNERS, LLC | MAYFAIR ADVISORY GROUP, LLC
State Registrations and Notice Filings
(9/5/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Samuel Mccurdy Kirkpatrick's CRS (Customer Relationship Summary).
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