William Mccurdy is a registered investment advisor at Smith Capital Investors, LLC, based in Denver, CO, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 6 clients with $13B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1555 Blake Street, Suite 250, Denver, CO, 80202-1866
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is involved with Smith Capital Investors as an asset management investor. This activity takes up a full-time commitment.
Employment History
Current Registrations
Smith Capital Investors, LLC
Alps Distributors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.