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MA

Michael Allen Curley Jr.

Investment Adviser Representative at THE MATHER GROUP, LLC

Cincinnati, OHCRD #4648332Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Allen Curley has worked in the securities industry since 2004. They are registered to provide investment advisory services in Ohio.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Ohio
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/28/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 8/11/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/4/2004
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/4/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,000,0001.15%
Next $8,000,0000.75%
Balance Over $10,000,0000.50%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

THE Mather Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THE MATHER GROUP, LLCCurrent
5/30/2023Cincinnati, OH
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC
4/16/20216/30/2023Cincinnati, OH
U.S. BANCORP INVESTMENTS, INC.
12/20/20164/5/2021West Chester, OH
KEY INVESTMENT SERVICES LLC
4/1/201512/16/2016Fairfield, OH
WEALTH DIMENSIONS GROUP, LTD.
5/8/20144/1/2015Cincinnati, OH
FIFTH THIRD SECURITIES, INC.
7/23/20095/2/2014Loveland, OH
STRATEGIC INSTITUTIONAL CONSULTING GROUP, LLC
6/16/20097/13/2009Cincinnati, OH
WACHOVIA SECURITIES, LLC
10/25/20063/16/2009Cincinnati, OH

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Allen Curley Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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