McCurdy & Andrew Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,227,948
Clients
118
Advisors
2
of 2 employees
About
McCurdy & Andrew Investments provides portfolio management and financial planning primarily for individual clients, including high-net-worth households, and also maintains relationships with institutional insurance-company clients. The firm typically charges fees based on a percentage of assets under management for ongoing investment services.
Advisory services are delivered by a small team that includes a CFP professional who, per the brochure, adheres to CFP Board standards and a fiduciary standard of care. The firm describes formal supervision and compliance oversight for its advisors and emphasizes ongoing education and ethical requirements for its planners.
Compared with many peers, the firm’s client mix and corporate connections are atypical: it reports serving insurance company clients and having affiliations with both an accounting firm and an insurance company. The brochure also notes advisors with non-traditional prior careers (including sales and consumer-products roles) and a recently earned CFP credential, which may shape the firm’s planning focus and client service approach.
Client services
Expertise
Main office
212 Main Street
Sturbridge MA 01566
Advisors at this office
2
Most active in
Massachusetts
Also doing business as
Mccurdy & Andrew Investments, LLC · Mccurdy Group · Mccurdy Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Lindsey A
Series 65
Sturbridge, MA
McCurdy & Andrew Investments, LLC
Lindsey Andrew is a financial advisor at McCurdy & Andrew Investments, LLC with three years of industry experience. She holds the Series 65 designation and has worked at McCurdy Investments since 2022. Outside of her investment career, she teaches dance at The Dance Place Studio. McCurdy & Andrew Investments is a two-advisor registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm offers financial planning and portfolio management, utilizing an investment process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.
Dennis M
CFP®, Series 63
Sturbridge, MA
McCurdy & Andrew Investments, LLC
Dennis McCurdy is a financial advisor at McCurdy & Andrew Investments, LLC with 37 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Commonwealth Financial Network and running his own practices since 1988. Outside of financial advising, McCurdy is a motivational speaker and author of two motivational books, and he co-owns an antique market business. McCurdy & Andrew Investments, LLC is a small registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm provides financial planning, consulting, and portfolio management, using a fundamental and asset-allocation approach based on Modern Portfolio Theory, and acts as a fiduciary for retirement account advice under ERISA/IRC rules.
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