MCCURDY & ANDREW INVESTMENTS, LLC

MCCURDY & ANDREW INVESTMENTS, LLC of STURBRIDGE, MA is an SEC-registered investment adviser (CRD 286179). Regulatory assets under management: $40.2M.

Registration

• CRD: 286179
• Type: Registered investment adviser
• Location: 212 MAIN STREET, STURBRIDGE, MA, 01566
• Phone: 508-347-8107
• Latest filing: 2026-06-19
• Regulatory AUM: $40.2M
• Discretionary AUM: $40.2M
• Clients: 2
• Accounts: 241

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286179 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search