Michael James Curley
Investment adviser representative at Robertson Stephens
10 yearsExperience
1 stateRegistered in
CFADesignation
$8.8BFirm assets
Are you Michael James Curley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Robertson StephensJan 2025 to now
- Robertson Stephens Capital Markets, LLCJun 2018 to now
- Robertson Stephens Wealth Management, LLCJun 2018 to now
- Exchange Bank Trust & Investment ManagementNov 2017 to Jun 2018
- UnemployedAug 2016 to Oct 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Robertson Stephens
Legal name: Robertson Stephens Wealth Management, LLC
$8.8BAssets managed
2,295Clients
73Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2197705
- Firm CRD
- 289977