David Thomas Curley

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

• 02/2013 → 08/2026
  Raymond James & Associates, Inc.
  Augusta, GA
• 08/2026 → Present
  Stifel, Nicolaus & Company, Incorporated
  North Augusta, SC

Previous Registrations

• 2013-02-13 → 2026-08-24
  Raymond James & Associates, Inc.
  Augusta, GA
• 2003-08-29 → 2013-02-13
  Morgan Keegan & Company, Llc
  Augusta, GA
  Augusta, GA
• 2003-03-31 → 2003-09-12
  Citigroup Global Markets Inc.
  New York, NY

Other Businesses

1. Rental Property; 3010 Lake Forest Dr Augusta, GA 30909; House Rental for 1 week a year for the Masters Golf Tournament; Owner; House rental; 04/05/2027; 0hrs/day; Not during securities trading hours; Investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-23
• S63 Uniform Securities Agent State Law Examination
  1999-07-09