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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-21 |
| RI | RA | APPROVED | 2025-10-07 |
Branch Locations
810 7Th 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 |
|---|---|---|---|---|
| Student | Providence | RI | 08/2007 | 08/2017 |
| Hightower Securities, Llc | Providence | RI | 08/2017 | 09/2025 |
| Robertson Stephens Wealth Management, Llc | New York | NY | 10/2025 | Present |
| Robertson Stephens Capital Markets, Llc | New York | NY | 10/2025 | Present |
1. CEO of StudentTicket. Mission is to strengthen local economies by connecting students to the local community. 0 compensation received; 0 hrs devoted per month to OBA; 0 hrs devoted during security trading hrs. 2.) Robertson Stephens Wealth Management, LLC; Yes; 455 Market St Ste 1450, San Francisco, CA 94105; Affiliated RIA; Managing Director, Principal ; October 2025; 165; 132; Investment Advisor 3.) Robertson Stephens Capital Markets, LLC; Yes; 810 7th Avenue Suite 615, New York, NY 10019; Broker Dealer; Managing Director, Principal ; October 2025; 9, 9; Securities Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-13 |
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