WM
WM

William Charles Mccurdy

5 Years of Experience
Broker
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
2 clients
Average Client Portfolio
$2.6B average
Assets Under Management
$5.3B
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Location

1430 Blake Street, Denver, CO, 80202-1316

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History

Regulatory History
Clean regulatory record

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.

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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
November 2020 - Present · 5 yrs 3 mos
Alps Distributors, INC.Broker
February 2020 - Present · 6 yrs
State Registrations2 states
CACO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William Charles Mccurdy - Financial Advisor | TrueAdvisor