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Craig Mcbeth

Advisor at Judson Investments LLC

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Judson Investments LLC logo

Firm

Judson Investments LLC

Location

Stamford, CT 06901

Credentials

Series 63, Series 65

Industry experience

12 years

About

Craig Mcbeth is the sole advisor at Judson Investments LLC in Stamford, CT, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has managed Judson Investments since 2013. Judson Investments LLC serves both individual clients, including high-net-worth individuals, and institutional mandates, managing approximately $9.94 million in discretionary assets. The firm combines management of pooled vehicles with individual client accounts and maintains detailed compliance and operational practices uncommon for a manager of its size.

Client services

Based on Judson Investments LLC

Portfolio management

Location

84 West Park Place, 2 Nd Floor

Stamford, CT 06901

Most active in

Connecticut

Work history

Judson Investments LLC

2013 - Present (13 years)

Disclosures

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Business activities & affiliations

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