Curt Stauffer has been an investment adviser representative at Marin Capital Management since August 2026, and is not listed among the firm’s executive officers or direct owners.
Marin Capital Management, LLC is a Novato, CA firm with $171M under management, 85 clients and 6 advisers across 7 offices, as of its August 2026 filing.
Curt Stauffer’s longest registration was 8 years at Coastal Investment Advisors (2011–2020). Before joining Marin Capital Management in 2026, Curt Stauffer was registered through Coastal Investment Advisors and Ehd Advisory Services, Inc.
- CS Planning CorpAlso current– present · 6 yearsLancaster, PA · Adviser representative · Firm CRD 149937
- Coastal Investment Advisors– · 8 yearsLancaster, PA · Adviser representative · Firm CRD 134952
- Ehd Advisory Services, Inc.– · 3 yearsLancaster, PA · Adviser representative · Firm CRD 127155
Investment adviser representative registrations
Curt Stauffer is registered as an investment adviser representative in 2 states. The first approvals date from August 2020; the most recent is California, in August 2026.
- CaliforniaSince 17 August 2026
- PennsylvaniaSince 26 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 October 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 August 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Curt Robert Stauffer
- CRD
- 2615431
- Firm
- Marin Capital Management · CRD 136075
- Office
- 1853 William Penn Way Ste 9, Lancaster, PA 17601
- Registration
- Investment adviser registration
- In the industry since
- January 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Curt Stauffer work?
Curt Stauffer is an investment adviser representative registered through Marin Capital Management, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Curt Stauffer a financial advisor?
Yes. Curt Stauffer has a current investment-adviser registration in California and Pennsylvania, through Marin Capital Management since August 2026.
How many years of experience does Curt Stauffer have?
Curt Stauffer has 18 years in the financial industry, since January 2008, across 4 adviser firms.
What exams has Curt Stauffer passed?
Curt Stauffer has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in August 1995.
Where did Curt Stauffer work before Marin Capital Management?
Before Marin Capital Management, Curt Stauffer was registered through Coastal Investment Advisors, December 2011 to September 2020; Ehd Advisory Services, Inc., January 2008 to December 2011.
Where is Curt Stauffer based?
Curt Stauffer’s registered office is in Lancaster, PA.
Is Curt Stauffer registered with FINRA?
No. Curt Stauffer has no current broker registration.
How can I verify Curt Stauffer’s record?
Search CRD 2615431 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Curt Stauffer’s full registration record.