William
Mccurdy
Smith Capital Investors, LLC
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About this Advisor
William Mccurdy is a financial advisor who works out of Denver, Colorado who has 3 years of industry experience. Mccurdy is an advisor for Smith Capital Investors, LLC. Their career trajectory has included roles at Alps Distributors, Inc, Smith Capital Investors, LLC, University Of Colorado Boulder, Wind Ridge Capital, Town Of Erie and N/A. Mccurdy holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado. Smith Capital Investors, LLC is an advisory firm headquartered in Denver, CO. It handles $3 billion in assets across its four customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The company offers portfolio management for investment companies. Fees for financial management largely vary depending on the type of financial services provided. Fee types charged by Smith Capital Investors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smith Capital Investors, LLC Brokerage Details
$2,806,397,301
16
4
$701,599,325
Investment Advisory Services
- Portfolio management for investment companies
William Mccurdy Work History
William has been registered as a financial advisor for 3 years.*
Alps Distributors, Inc
Smith Capital Investors, LLC
University Of Colorado Boulder
Wind Ridge Capital
University Of Colorado Boulder
Town Of Erie
N/A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Mccurdy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Smith Capital Investors, LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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