AUMdb
KM

Kasey Mc Curdy

CRD 5955608 Chartered Financial Analyst

Firms

FirmRoleAs of
Charles Schwab & Co., Inc. Registered representative 07/20/2026
Schwab Wealth Advisory, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗