Linda
Mccurdy

Radix Organization, Inc

CRD#2991967
Investment Advisor
in New York, NY

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About this Advisor

Linda Mccurdy is a financial advisor based out of New York, New York who has 2 years of industry experience. Mccurdy currently works for Radix Organization, Inc. Over the course of their career, Mccurdy has held roles at Radix Organization, Inc and Plampton LTD. Mccurdy holds a Series 63 license, which qualifies them as a securities representative, and can serve investors in New York. Radix Organization, Inc is a financial advisory company based in New York, NY. It controls $132 million in total assets among its 169 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 169 client accounts, 100% are held by high-net-worth investors who have at least $1 million in assets available to invest. Radix Organization, Inc offers a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by Radix Organization, Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

501 E 79Th Street #19A
New York, NY 10075

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Radix Organization, Inc Brokerage Details

Total Assets Under Management

$132,012,385

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

169

NY Average: 3,892
Average Account Size

$781,138

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Linda Mccurdy Work History

Linda has been registered as a financial advisor for 2 years.*

2014 - Present (10 years)

Radix Organization, Inc

1996 - 2014 (18 years)

Plampton LTD

*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 Linda 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 Radix Organization, Inc

Jacob Oleshansky
New York, NY
John Kelly
New York, NY
Linda Mccurdy
New York, NY

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.

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