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Robertson Stephens CRD 289977
$8.76B regulatory AUM 90 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-28 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockefeller Capital Management | New York | NY | 01/2015 | 08/2019 |
| Robertson Stephens Wealth Management, Llc | New York | NY | 09/2019 | 01/2024 |
| Robertson Stephens Wealth Management, Llc | New York | NY | 01/2024 | 01/2025 |
| Robertson Stephens Wealth Management, Llc | New York | NY | 01/2025 | Present |
PERSONAL REAL ESTATE HOLDING CO., PRESIDENT, START DATE: JANUARY 31, 2023; I DEVOTE 10% OF MY TIME TO THIS BUSINESS; 5% DURING SECURITIES TRADING HOURS. I ASSIST WITH LEASING, GENERAL UPKEEP AND COORDINATING WITH PROPERTY MANAGER.
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