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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-10-09 |
Branch Locations
50 S County Commons Way, Unit E6, South Kingstown, RI 02879 • United States
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Securities, Llc | Providence | RI | 04/2015 | 09/2025 |
| Hightower Advisors, Llc | Providence | RI | 04/2015 | 09/2025 |
| Robertson Stephens Capital Markets, Llc | South Kingston | RI | 10/2025 | Present |
| Robertson Stephens Wealth Management, Llc | South Kingston | RI | 10/2025 | Present |
1.) TRUSTEE, CO-TRUSTEE - VARIOUS TRUSTS. HRS. DEVOTED: ONE HOUR PER MONTH. START DATE: 01/24/2011.TRUSTEE OF THOMAS SAUERMILCH IRREVOCABLE TRUST AND TRUSTEE OF IDA BARAK SAUERMILCH IRREVOCABLE TURST. APPROXIMATELY ONE HOUR PER MONTH SPENT PAYHING MAINTENANCE BILLS FOR PROPERTY HELD IN TRUST - NON-TRADING HOURS. 2.)_ ROSE HARBOR LLC BLEACHERY COURT LLC, MANAGER. 15 HOURS PER MONTH ON EACH ENTITTY, NON BUSINESS HOUR, ACOUNTING.INVESTING. 3.) CBI LLC-LIMITED PARTNER-OWN BASEBALL TEAMS IN THE US AND OWN BASEBALL RIGHTS AND SPORTS RIGHTS IN CUBA. DEVOTED: ZERO HRS PER MONTH DURING SECURITIES TRADING HRS. 4.) TRUSTEE-THE NULMAN FOUNDATION-PRIVATE FAMILY FOUNDATION. DEVOTED: 15 HRS PER MONTH TO OBA; 0 HRS DURING TRADING HRS. 5.) Local BTV Investment related. Los Angeles CA. Local TV provider. Advising the board and management team on execution strategies. Start date 05/05/2022. Two hours per month 0 hours during securities trading hours. 6.) Robertson Stephens Wealth Management, LLC; Yes; 455 Market St Ste 1450, San Francisco, CA 94105; Affiliated RIA; Investment Advisor Representative; October 2025; 165; 132; Investment Advisor 7.) Robertson Stephens Capital Markets, LLC; Yes; 50 S County Commons Way Unit E6, South Kingstown, RI 02879; Broker Dealer; Registered Representative; October 2025; 9; 9; Securities Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-11 |
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