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Zachary Wilson Perry

Robertson Stephens

San Francisco, CA

Larkspur, CA

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Current Employers
Robertson Stephens

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-03-03
  • CA RA
    APPROVED
    Since 2020-03-03

Branch Locations

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

Larkspur, CA • 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
Vine Street Wealth Management, Llc Mill Valley CA 02/2014 03/2020
Seaplane Partners, Llc Mill Valley CA 05/2017 03/2020
Robertson Stephens Wealth Management, Llc San Francisco CA 03/2020 Present
  • 02/2014 → 03/2020
    Vine Street Wealth Management, Llc
    Mill Valley, CA
  • 05/2017 → 03/2020
    Seaplane Partners, Llc
    Mill Valley, CA
  • 03/2020 → Present
    Robertson Stephens Wealth Management, Llc
    San Francisco, CA
Previous Registrations
  • 2014-05-09 → 2020-03-17
    Vine Street Wealth Management, Llc
    Corte Madera, CA
    Larkspur, CA
    Corte Madera, CA
    Mill Valley, CA
  • 2017-12-07 → 2020-03-17
    Seaplane Partners, Llc
    Corte Madera, CA
    Mill Valley, CA
Designations
Other Names
  • Zachary Perry
  • Zack Perry

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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