Best Investors
Account
Sign in
Best Investors
Account
Sign in
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-03-14 |
Branch Locations
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Stamford | CT | 01/2007 | 10/2016 |
| Bank Of America, Na | Greenwich | CT | 07/2010 | 10/2016 |
| Hightower Securities, Llc | Westport | CT | 10/2016 | 02/2024 |
| Hightower Advisors, Llc | Westport | CT | 10/2016 | 02/2024 |
| Robertson Stephens Wealth Management, Llc | Westport | CT | 03/2024 | Present |
| Robertson Stephens Capital Markets, Llc | Westport | CT | 03/2024 | Present |
(1) LICENSED INSURANCE AGENT (2) ROBERTSON STEPHENS CAPITAL MARKETS; 61 JESUP ROAD, WESTPORT, CT 06880; BROKER DEALER; START: 3/01/2024; REGISTERED REPRESENTATIVE; 1% OF TIME SPENT IN THIS ACTIVITY. (3 ) ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC; 61 JESUP ROAD, WESTPORT, CT 06880; RIA; START 3/01/2024; MANAGING DIRECTOR/INVESTMENT ADVISER REPRESENTATIVE; 99% OF TIME SPENT.IN THIS ACTIVITY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-24 |
Reach out to this advisor