Jeffrey R Mccurdy

Employer firm

Guardsman Private Capital Management, Inc. CRD 172205

$208M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2001 → Present
  Guardsman Wealth Management, Inc.
  Sarasota, FL
• 05/2014 → Present
  Guardsman Private Capital Management, Inc
  Sarasota, FL

Other Businesses

JEFFREY MCCURDY IS AN OFFICER, MANAGER, BOARD MEMBER OR AGENT IN THE FOLLOWING BUSINESSES AND SPENDS APPROXIMATELY 50% OF HIS TIME, IN AGGREGATE, PERFORMING VARIOUS DUTIES ON BEHALF OF THESE ENTITIES: PRESIDENT OF GUARDSMAN WEALTH MANAGEMENT, INC., MANAGER OF SPORTS TRAINING MANAGEMENT, LLC, JDB CAPITAL PARTNERS, LLC, JWM HARBINGER, LLC, SENTINEL MANAGEMENT, LLC, OZONE CAPITAL PARTNERS, LLC, DJM HOLDCO I, LLC, MIDTOWN HOLDINGS I, LLC, SILVERSTEIN FAMILY, LLC, STORMLIGHT HOLDINGS, LLC, AND RSTM, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-05