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MCCURDY FINANCIAL SOLUTIONS
DANIEL EVAN MCCURDY
CRD 328206
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$26.9M
Discretionary AUM
$26.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-02-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $10.4M |
| High net worth individuals | 19 | $16.5M |
| Charitable organizations | 1 | $5K |
All web addresses on file
Official SEC filing: View on IAPD