Julie Niles Steinman

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

• 03/2008 → 05/2019
  Rbc Capital Markets Corporation
  Boise, ID
• 05/2019 → 01/2024
  Robertson Stephens Wealth Management, Llc
  Ketchum, ID
• 10/2019 → Present
  Robertson Stephens Capital Markets, Llc
  Ketchum, ID
• 01/2024 → Present
  Robertson Stephens Wealth Management, Llc
  Ketchum, ID

Previous Registrations

• 2011-10-27 → 2019-06-12
  Rbc Capital Markets, Llc
  Eagle, ID
  Ketchum, ID

Other Businesses

(1) ROBERTSON STEPHENS CAPITAL MARKETS; 675 SUN VALLEY RD, KETCHUM, ID 83440; BROKER DEALER; START: 10/08/2019; REGISTERED REPRESENTATIVE; 1% OF TIME SPENT IN THIS ACTIVITY. (2 )ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC; 675 SUN VALLEY RD, KETCHUM, ID 83440; RIA; START 5/31/2019; MANAGING DIRECTOR/INVESTMENT ADVISER REPRESENTATIVE; 99% OF TIME SPENT.IN THIS ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-26
• S63 Uniform Securities Agent State Law Examination
  1987-02-13

Designations

• Certified Financial Planner

Other Names

• Julie Marie Stringer
• Julie Marie Phillips
• Julie Marie Niles
• Julie Niles Steinman
• Julie Marie Steinman
• Julie Marie Steinman