CM
CFA
CM
CFA

Charles Patrick Mccurdy

5 Years of Experience
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
622 clients
Average Client Portfolio
$30.5M average
Assets Under Management
$19.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$15,000
Loading...

Location

2201 High Wickham Place, Louisville, KY, 40245

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
April 2023 - Present · 2 yrs 10 mos
Cerity Partners LLC
February 2023 - Present · 3 yrs
Previous Registrations
Argi Investment Services, LLC
November 2020 - April 2023 · 2 yrs 5 mos
State Registrations2 states
KYOH
Advisor
Exams
No exam information available for this advisor.
Charles Patrick Mccurdy - Financial Advisor | TrueAdvisor