Best Investors Account Sign in
Inactive

Kevin Richard Talty

Robertson Stephens

Holmdel, NJ

San Francisco, CA

Claim This Profile
Current Employers
Robertson Stephens

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-09-26
  • NJ RA
    APPROVED
    Since 2019-09-26

Branch Locations

101 Crawfords Corner Road Suite 1-127, Holmdel, NJ 07733 • 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
The Ayco Company, L.P./Mercer Allied Parsippany NJ 06/2015 07/2017
Lighthouse Financial Advisors Red Bank NJ 08/2017 06/2018
Blue Blaze Financial Advisors, Llc Red Bank NJ 07/2018 10/2019
Robertson Stephens Wealth Management, Llc Holmdel NJ 10/2019 Present
  • 06/2015 → 07/2017
    The Ayco Company, L.P./Mercer Allied
    Parsippany, NJ
  • 08/2017 → 06/2018
    Lighthouse Financial Advisors
    Red Bank, NJ
  • 07/2018 → 10/2019
    Blue Blaze Financial Advisors, Llc
    Red Bank, NJ
  • 10/2019 → Present
    Robertson Stephens Wealth Management, Llc
    Holmdel, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-19
  • S66 Uniform Combined State Law Examination
    2015-10-19
Designations

View on SEC IAPD

More in Holmdel, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor