MG
Mccurdy, Gillion & Associates, Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 141858
· Orlando, FL
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ADV data as of Sep 29, 2017
- Regulatory AUM
- $10.2M
- Discretionary
- $10.2M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 3
- Employees
- 1
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Preston Gillion | Registered representative | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/29/2017 | 997 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 29, 2017.
View current Form ADV (SEC/IAPD) ↗