Charles Patrick Mccurdy
Investment adviser representative at Cerity Partners Retirement Plan Consultants
10 yearsExperience
2 statesRegistered in
CFADesignation
$40.3BFirm assets
Are you Charles Patrick Mccurdy? Claim your profile
Contact this firm
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.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cerity Partners Retirement Plan ConsultantsApr 2023 to now
- Cerity PartnersFeb 2023 to now
- Argi Investment Services, LLCOct 2020 to Feb 2023
- US Census BureauJan 2020 to Oct 2020
- RetiredJan 2019 to Jan 2020
- Ntt Data ConsultingApr 2016 to Jan 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (KY, OH).
Cerity Partners Retirement Plan Consultants
Legal name: Cerity Partners Retirement Plan Advisors LLC
$40.3BAssets managed
850Clients
87Advisers
14 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
- 4378350
- Firm CRD
- 164198