David John Reichle

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

• 10/2011 → 06/2024
  Rain Capital Management
  Portland, OR
• 07/2024 → Present
  Robertson Stephens
  San Francisco, OR

Previous Registrations

• 2011-11-17 → 2024-08-26
  Rain Capital Management
  Lake Oswego, OR
  Lake Oswego, OR
• 2010-07-20 → 2011-11-30
  Arnerich Massena, Inc.
  Portland, OR
• 1997-10-15 → 2009-06-02
  Confluence Wealth Management Llc
  Portland, OR

Other Businesses

Rain Capital Management, not investment-related, 525 3rd Street, Suite 224 Lake Oswego, Oregon 97034, a non-operating company, Director; Start date October, 2011; I devote 10 hours per month to this business; this company is in the process of winding down.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-03-06