TrueAdvisor
TrueAdvisor
RC
CFP
RC
CFP

Ryan Curtis

Stifel, Nicolaus & Company, Incorporated
18 Years of Experience
San Luis Obispo, CA
Broker
View SEC Summary
View SEC Summary

Ryan Curtis is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in San Luis Obispo, CA, with 18 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.

Stifel, Nicolaus & Company, Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3355 advisors
Number of Clients
236,191 clients
Average Client Portfolio
$836K average
Assets Under Management
$197.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4460 Broad Street, Suite 210, San Luis Obispo, CA, 93401

Get directions

History

Regulatory History
Clean regulatory record

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

Ryan is a half owner of GRS Holdings LLC, a holding company for rental properties, since September 2023. He helps oversee the managers of their rental units, dedicating minimal time to this activity.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
January 2012 - Present · 14 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Edward Jones
October 2008 - January 2012 · 3 yrs 3 mos
Edward JonesBroker
October 2008 - January 2012 · 3 yrs 3 mos
State Registrations18 states
AZCACOFLHIIDILINMDMEMONVORPASDTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in San Luis Obispo, CA →All financial advisors in California →