Mary Reid Alpers

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

• 10/2021 → 05/2024
  Three Points Financial Fka Alpers Financial Planning
  Colorado Springs, CO
• 01/2012 → 09/2021
  Alpers Financial Planning
  Colorado Springs, CO
• 05/2024 → Present
  Robertson Stephens
  San Francisco, CA

Previous Registrations

• 2005-01-07 → 2024-06-07
  Three Points Financial, Inc.
  Colorado Springs, CO
• 2004-03-18 → 2004-08-05
  Strasbaugh Financial Advisory, Inc.
  Colorado Springs, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-20

Designations

• Certified Financial Planner

Other Names

• Mary Reid Torrez
• Mary Jean Reid
• Mary Reid Alpers