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Inactive

Stuart Katz

Robertson Stephens

New York, NY

San Francisco, CA

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Current Employers
Robertson Stephens

455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-14
  • NY RA
    APPROVED
    Since 2021-09-14

Branch Locations

810 Seventh Avenue Suite 615, New York, NY 10019 • United States

455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robertson Stephens Wealth Management, Llc New York NY 02/2018 Present
The Heyman Enterprise Llc New York NY 10/2012 07/2017
Reserve Capital New York NY 08/2017 01/2018
  • 02/2018 → Present
    Robertson Stephens Wealth Management, Llc
    New York, NY
  • 10/2012 → 07/2017
    The Heyman Enterprise Llc
    New York, NY
  • 08/2017 → 01/2018
    Reserve Capital
    New York, NY
Other Businesses

Robertson Stephens Holdings, LLC, SF, CA, Holding Co, Feb 2018, Executive Management - CEO.

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
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