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Current Employers
Robertson Stephens

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-30
  • NY RA
    APPROVED
    Since 2021-08-30

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

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
Robertson Stephens Wealth Management, Llc New York NY 05/2021 01/2025
Evergreen Gavekal San Francisco CA 06/2017 04/2021
Hall Capital Partners, Llc San Francisco CA 06/2015 06/2017
Robertson Stephens Wealth Management, Llc New York NY 01/2025 Present
  • 05/2021 → 01/2025
    Robertson Stephens Wealth Management, Llc
    New York, NY
  • 06/2017 → 04/2021
    Evergreen Gavekal
    San Francisco, CA
  • 06/2015 → 06/2017
    Hall Capital Partners, Llc
    San Francisco, CA
  • 01/2025 → Present
    Robertson Stephens Wealth Management, Llc
    New York, NY
Designations

View on SEC IAPD

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