# Kasey McCurdy

Kasey McCurdy is an investment adviser representative (IAR) with state registration records since 2012, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2026-03-13 | present | Yes |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2026-03-13 | present | Yes |
| [CHARLES SCHWAB INVESTMENT ADVISORY, INC.](https://search.stillhousedata.com/firm/151739) | 2014-12-01 | 2020-09-30 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2012-07-05 | 2014-04-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5955608)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5955608.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.