Graham Curchin
Graham Curchin is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Chicago, IL, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
One North Wacker, Suite 3400, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Graham is a Vestry Member & Treasurer at St. Augustine's Episcopal Church, handling financial budgeting and endowment oversight, dedicating a few hours per week. He is also a Trustee for The Diocesan Foundation, reviewing asset allocation, dedicating minimal time.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Banc of America Securities LLC
Banc of America Securities LLCBroker
State Registrations52 states
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