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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Curley is a financial advisor with Robertson Stephens. Michael has been in the industry since May 13, 1995. Michael is a Chartered Financial Analyst and has a strong track record in providing financial planning and investment management services to individuals, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/27/2025 - Present
Robertson Stephens (SAN FRANCISCO CA)
CA
10/01/2010 - 07/07/2016
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
09/10/2009 - 10/06/2010
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
CA
10/03/2007 - 01/13/2009
MONTGOMERY & CO., LLC (SAN FRANCISCO CA)
CA
01/03/2002 - 09/26/2007
BROADPOINT CAPITAL, INC. (SAN FRANCISCO CA)
NY
02/01/2000 - 10/02/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
07/09/1998 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NE
09/29/1992 - 07/31/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
01/15/1992 - 06/18/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 04/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2011
Series 4 - Registered Options Principal Examination
BC
Issued 08/16/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/13/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 07/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2010
Series 3 - National Commodity Futures Examination
BC
Issued 10/16/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/14/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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