Unclaimed Profile

Michael James Curley

ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC·SAN FRANCISCO, California

SIE, Series 3, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 53, Series 55, Series 63, Series 87, Series 99TOCFAClean record15 years registeredROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

455 MARKET STREET, SAN FRANCISCO, CA 94105-2442CRD# 2197705Firm CRD# 289977

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael James Curley · SAN FRANCISCO, CA

Registration

CRD #2197705 · ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

ROBERTSON STEPHENS

Aug 2018 – present

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Oct 2014 – Jul 2016

SAN FRANCISCO, CA

FIRST REPUBLIC SECURITIES COMPANY, LLC

Mar 2011 – Oct 2014

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 8

Series 9

Series 10

Series 24

Series 53

Series 55

Series 63

Series 87

Series 99TO

Registration record

First registered · March 25, 2011

Years registered · 15

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

CRD 289977 · SEC 801-111814

AUM

$4.9B

Regulatory assets under management

Employees

4,536 client accounts

Services offered by ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael James Curley offer?

Michael James Curley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Michael James Curley's credentials?

Michael James Curley holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael James Curley located?

Michael James Curley is based in SAN FRANCISCO, California, working with ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Michael James Curley charge for services?

Michael James Curley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC?

ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC has approximately 92 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →