linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Karr McCurdy

Rock ELM Capital Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Karr? Claim Your Profile

About Karr McCurdy

Karr McCurdy is a Registered Investment Advisor (RIA) and has been in the industry since 2004. Karr McCurdy is currently registered with Rock Elm Capital Management LLC in Darien, CT. Karr McCurdy was previously employed by Citigroup Global Markets Inc. from 12/10/2004 to 4/19/2006. Karr McCurdy has passed the Series 7, Series 63 and Series 65 exams. Karr McCurdy is a member of the advisory board for Bacchus Capital Advisors Ltd. and Pivot Industries Ltd. Rock Elm Capital Management LLC provides investment advisory services to individuals and pooled investment vehicles. They also provide general consulting services and portfolio management for businesses.

Firm Information

Karr McCurdy is currently registered with Rock ELM Capital Management LLC. Rock ELM Capital Management LLC is an investment advisor that provides portfolio management for businesses and pooled investment vehicles. The firm also offers general consulting services.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Karr McCurdy’s Registration & Firm History

CT

08/29/2017 - Present

Rock ELM Capital Management LLC (DARIEN CT)

NY

12/10/2004 - 04/19/2006

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Karr McCurdy is right for you?

Licenses & Designations

IA

Issued 08/29/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karr McCurdy.
Not sure if Karr McCurdy is right for you?