Erik Richards Boe

Employer firm

Robertson Stephens CRD 289977

$8.76B regulatory AUM 90 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2008 → 05/2019
  Rbc Capital Markets Corporation
  Boise, ID
• 05/2019 → Present
  Robertson Stephens Wealth Management, Llc
  Ketchum, ID
• 10/2019 → Present
  Robertson Stephens Capital Markets, Llc
  Ketchum, ID

Previous Registrations

• 2005-12-21 → 2019-06-12
  Rbc Capital Markets, Llc
  Ketchum, ID
  Boise, ID

Other Businesses

1) 11/2017 SPUR - Sun Valley Community Foundation, non investment related; PO BOX 6184 Ketchum ID 83340; Community foundation that helps facilitate smarter giving in the community of Sun Valley Idaho; Treasurer; approximately 5 hours per month/0 during trading hours; budgeting, facilitating administration of the Donor Advised Funds (no cost to donors), strategic vison etc; charitable. 2) 09/2002 Independent Licensed Insurance Agent; investment related; fixed insurance; approximately less than 5 hours a month/less than 1 hour during trading hours; provide needs discovery & introduction to insurance expert. 3) 10/2019 ROBERTSON STEPHENS CAPITAL MARKETS, REGISTERED REPRESENTATIVE; BD FIRM; KETCHUM ID; INVESTMENT RELATED 4) 05/2019 ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC, MANAGING DIRECTOR; IA FIRM; KETCHUM ID; INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-20
• S63 Uniform Securities Agent State Law Examination
  2000-12-28