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Morgan Brittany Ostos

Robertson Stephens

Austin, TX

San Francisco, CA

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Current Employers
Robertson Stephens

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-01
  • TX RA
    APPROVED
    Since 2026-06-01

Branch Locations

Austin, TX • 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 Austin TX 04/2026 Present
Robertson Stephens Wealth Management, Llc Austin TX 01/2026 03/2026
Pricewaterhousecoopers Austin TX 09/2020 11/2025
Business Talent Group Austin TX 04/2014 06/2018
The University Of Washington Seattle WA 08/2018 05/2020
Unemployed Austin TX 05/2020 09/2020
  • 04/2026 → Present
    Robertson Stephens Wealth Management, Llc
    Austin, TX
  • 01/2026 → 03/2026
    Robertson Stephens Wealth Management, Llc
    Austin, TX
  • 09/2020 → 11/2025
    Pricewaterhousecoopers
    Austin, TX
  • 04/2014 → 06/2018
    Business Talent Group
    Austin, TX
  • 08/2018 → 05/2020
    The University Of Washington
    Seattle, WA
  • 05/2020 → 09/2020
    Unemployed
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-01
  • S65 Uniform Investment Adviser Law Examination
    2026-06-01

View on SEC IAPD

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