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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 | 2021-12-20 |
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 |
|---|---|---|---|---|
| Robertson Stephens Wealth Management, Llc | New York | NY | 07/2020 | Present |
| Safran Wealth Advisors | New York | NY | 10/2018 | 07/2020 |
| Garden Street Advisors, Llc | New York | NY | 02/2018 | 02/2019 |
| Unemployed | New York | NY | 06/2016 | 01/2018 |
Mallon FitzPatrick is Board Member of Sag Harbor Whaling and Historical Museum, an organization engaged in preserving the history and culture of Sag Harbor. In addition, Mr. FitzPatrick is also a Board Member and Treasurer of The Gatsby Condominium, a condomnium board and serves as the Co-Lead of NexGen Group and Co-Lead of Education Committee for FPA of Metro NY Chapter, a non-profit membership organization. Mr. FitzPatrick's duties with Sag Harbor Whaling and Historical Museum, The Gatsby Condominum, and FPA of Metro NY do not create a conflict of interest to his provision of advisory services through Robertson Stephens Wealth Management, LLC.
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