William Raymond Mccurdy
Investment adviser representative at Private Advisor Group, LLC
13 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Private Advisor Group, LLCApr 2026 to now
- Corecap Advisors, LLCJun 2025 to Feb 2026
- Cornerstone Financial ServicesJun 2025 to Feb 2026
- Bank of Ann ArborAug 2018 to May 2025
- TIAAJun 2016 to Aug 2018
- TIAA-CREF Individual & Institutional Services, LLCJun 2016 to Aug 2018
- Vista MariaDec 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4258254
- Firm CRD
- 155216