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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)15 years in industry

MICHAEL JAMES CURLEY

Advisor at ROBERTSON STEPHENS

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f2e71e81-880d-1f37-20fb-24f198e7870f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Mar 25, 2011 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Michael James Curley

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROBERTSON STEPHENS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 25, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Apr 18, 2019
First registration: Mar 25, 2011
Dual registered: yes, broker-dealer
Other names: MICHAEL JAMES CURLEY|MICHAEL JAMES CURLEY|MIKE CURLEY
IAPD individual key: 2197705

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROBERTSON STEPHENS	Independent wealth	Jan 27, 2025	n/a	yes	SAN FRANCISCO, CA	Current employment
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Oct 13, 2014	Jul 7, 2016	no	SAN FRANCISCO, CA	Previous registration
FIRST REPUBLIC SECURITIES COMPANY, LLC	Former SEC adviser	Mar 25, 2011	Oct 9, 2014	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	ROBERTSON STEPHENS	Jul 7, 2016	Jan 27, 2025	3,126	Firm change after gap	Other
FIRST REPUBLIC SECURITIES COMPANY, LLC	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Oct 9, 2014	Oct 13, 2014	4	Firm change	Other

Relationships

Registered with (3)

→ ROBERTSON STEPHENSRegistered adviserregistration: current employment
Jan 27, 2025 to presentfactForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Oct 13, 2014 to Jul 7, 2016factForm ADV
→ FIRST REPUBLIC SECURITIES COMPANY, LLCRegistered adviserregistration: previous registration
Mar 25, 2011 to Oct 9, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2e71e81-880d-1f37-20fb-24f198e7870f
First observed: Mar 25, 2011
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAEL JAMES CURLEY

Advisor at ROBERTSON STEPHENS

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f2e71e81-880d-1f37-20fb-24f198e7870f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:37 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ROBERTSON STEPHENS

Independent wealth

Jan 27, 2025

n/a

yes

SAN FRANCISCO, CA

Current employment

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Former SEC adviser

Oct 13, 2014

Jul 7, 2016

SAN FRANCISCO, CA

Previous registration

FIRST REPUBLIC SECURITIES COMPANY, LLC

Former SEC adviser

Mar 25, 2011

Oct 9, 2014

SAN FRANCISCO, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

ROBERTSON STEPHENS

Jul 7, 2016

Jan 27, 2025

3,126

Firm change after gap

Other

FIRST REPUBLIC SECURITIES COMPANY, LLC

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Oct 9, 2014

Oct 13, 2014

Firm change

Other