Karr
Mccurdy

Rock Elm Capital Management LLC

CRD#4839323
Investment Advisor
in Darien, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Karr Mccurdy is a financial advisor based in Darien, Connecticut with 6 years of relevant experience. Mccurdy is on the advisory team at Rock Elm Capital Management LLC. Throughout their career, they have worked at Behre Dolbear Grouup, Inc and Rock Elm Capital Management LLC. Mccurdy maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. Rock Elm Capital Management LLC is an advisory company with a branch in Darien, Connecticut.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Office Location

30 Old Kings Highway South
Darien, CT 06820

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Karr Mccurdy Work History

Karr has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Rock Elm Capital Management LLC

2009 - 2015 (6 years)

Behre Dolbear Grouup, Inc

*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 Karr Mccurdy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started