Hunter Norte

Employer firm

Robertson Stephens CRD 289977

$8.76B regulatory AUM 90 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 03/2021
  Goldman Sachs
  New York, NY
• 03/2021 → 06/2021
  Unemployed
  New York, NY
• 06/2021 → 01/2022
  Mountain Ash Investment Management
  New York, NY
• 02/2022 → 09/2025
  Hightower
  Chicago, IL
• 10/2025 → Present
  Robertson Stephens Capital Markets Llc
  South Kingston, RI
• 10/2025 → Present
  Robertson Stephens Wealth Management, Llc
  South Kingston, RI

Previous Registrations

• 2022-02-11 → 2025-09-30
  Hightower Advisors, Llc
  Chicago, IL
  South Kingstown, RI

Other Businesses

1.) Robertson Stephens Wealth Management, LLC; Yes; 455 Market St Ste 1450, San Francisco, CA 94105; Affiliated RIA; Vice President, Portfolio Manager; October 2025; 165; 132; Portfolio Management 2.) Robertson Stephens Capital Markets, LLC; Yes; 455 Market St Ste 1450, San Francisco, CA 94105; Broker Dealer; Vice President, Portfolio Manager; October 2025; 9; 9; Portfolio Management

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-08-24

Designations

• Chartered Financial Analyst