JM
JM

Justin Alexander Mccurdy

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
384 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$3M
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Location

1999 Avenue of the Stars, Suite 2500, Los Angeles, CA, 90067

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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

Justin is the president of Proskills, a summer basketball camp program, since 2008. This activity is not investment-related.

Employment History
Current Registrations
Manhattan West Asset Management, LLC
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Adviceperiod, LLC
October 2016 - April 2017 · 6 mos
Morgan Stanley
September 2013 - October 2016 · 3 yrs 1 mo
Morgan StanleyBroker
August 2013 - October 2016 · 3 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Justin Alexander Mccurdy - Financial Advisor | TrueAdvisor