Lindsey D. Andrew

MCCURDY & ANDREW INVESTMENTS

Sturbridge, MA 01566

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CRD#: 7586008

Professional summary

Lindsey D Andrew is a registered financial advisor currently at MCCURDY & ANDREW INVESTMENTS, LLC located in Sturbridge, Massachusetts.

Lindsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lindsey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

The Dance Studio; not investment related; 1393 Grafton St. Worcester; Dance Studi; Teacher; 4 hours per month, none during market houirs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey D Andrew'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®

None

Experience

Current

November 2, 2022 - Present

MCCURDY & ANDREW INVESTMENTS, LLC

Office #1: 212 Main Street, Sturbridge, MA 01566

RIA

CRD#: 286179

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
(11/2/2022)

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

State Security Law Exam

IAR

Series 65

Date: 9/16/2022

Uniform Investment Adviser Law Examination

Current Firm

MCCURDY & ANDREW INVESTMENTS, LLC

MCCURDY & ANDREW INVESTMENTS, LLC | MCCURDY INVESTMENTS, LLC | MCCURDY GROUP

CRD#: 286179 / SEC#:

Massachusetts

Registered Investment Advisory firm - (3/20/2017 Approved)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	213
AUM (Assets Under Management)	$ 24,898,637

Red Flags

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

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Lindsey D. Andrew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey D Andrew's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCCURDY & ANDREW INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2022

Current Firm

MCCURDY & ANDREW INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCCURDY & ANDREW INVESTMENTS, LLC

TRUST BUT VERIFY

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