Ryan Gregory Curtis

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 01/2012 → Present
  Stifel Nicolaus & Co Inc
  San Luis Obispo, CA

Previous Registrations

• 2008-10-20 → 2012-01-12
  Edward Jones
  San Luis Obispo, CA
  San Luis Obispo, CA
  St Louis, MO

Other Businesses

1. GRS Holdings LLC; 1888 N. Foresthill Pl. Danville CA 94526; This is a holding company that we will use to own our rental properties in order to limit our liability; 1/2 owner; help oversee the managers of our rental units; 09/01/2023; 1.00/hr/month; During Securities Trading Hours; Investment-Related.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-16

Designations

• Certified Financial Planner