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Courtney Marie Kelly

Robertson Stephens

Philadelphia, PA

New York, NY

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
NY RA APPROVED 2026-05-22
PA RA APPROVED 2026-05-22
  • NY RA
    APPROVED
    Since 2026-05-22
  • PA RA
    APPROVED
    Since 2026-05-22

Branch Locations

Philadelphia, PA • United States

810 7Th Avenue, Ste. 1700, 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 New York City NY 06/2025 Present
Altera Digital Health Raleigh NC 08/2024 05/2025
Dimagi Cambridge MA 04/2015 06/2024
  • 06/2025 → Present
    Robertson Stephens
    New York City, NY
  • 08/2024 → 05/2025
    Altera Digital Health
    Raleigh, NC
  • 04/2015 → 06/2024
    Dimagi
    Cambridge, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-22
  • S65 Uniform Investment Adviser Law Examination
    2026-05-22

View on SEC IAPD

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