Curt H Schibli

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2019 → Present
  Nys Olympic Regional Development Authority
  Lake Placid, NY
• 02/2020 → Present
  Edward Jones
  Ridgefield, CT
• 07/2019 → 12/2019
  Unemployed
  Ridgefield, CT
• 08/2014 → 06/2019
  Shenkman Capital Management, Inc.
  New York, NY

Other Businesses

"NYS Olympic Regional Development Authority Type of business: Mountain Resort Owner Operator Lake Placid, NY Start date: 12/1/2019 Snowsports Instructor Hours per week: 12 Hours during trading: 0 Part time, seasonal (winter) ski instructor at Gore Mountain" "Master Networks - Brewster NY Chapter Type: Date: 01/01/24 Title: Soundbite coordinator Trad Hrs: 0 Tot Hrs: 0 Desc: Introduce members and guests during meetings City-State: Plano TX" "Ridgefield Historical Society Type: Date: 04/10/23 Title: Investment Oversight Committee Trad Hrs: 0 Tot Hrs: 0 Desc: Member of the Investment Oversight Committee responsible for developing, recommending, implementing and maintenance of policies relative to the Ridgefield Historical Society investment funds City-State: Ridgefield CT"

Exams

• S66 Uniform Combined State Law Examination
  2020-05-12

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Curt H Schibli
• Curt Henry Schibli
• Kip Schibli
• Curt Henry Schibli