Course Management Investment Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 306974
- SEC number
- 801-135570
- Firm type
- RIA
- Assets under management
- $100.3M as of May 14, 2026
- Website
- www.cmiallc.com ↗
- Phone
- (910) 621-3371
- Address
- 5 Dowd Cir, Pinehurst, NC, 28374
Advisors at this firm
4 in our index · page 1 of 1
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Michael Salvatore BucceriCRD 1970612 · Pinehurst, NCIA RegisteredBrokerDisclosure event(s) on record
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Albert ChenCRD 5996821 · Pinehurst, NCIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Douglas Edward LynamCRD 6628512 · Pinehurst, NCIA Registered
-
Brian MacintoshCRD 4955621 · Pinehurst, NCIA RegisteredRegistration inactive
1–4 of 4
Source & corrections
Where this page comes from
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SEC IAPD record for firm CRD 306974 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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