Robertson Stephens
Robertson Stephens (CRD# 289977) is a financial advisory firm headquartered in San Francisco, CA. They manage $4,932,272,688 in 4,536 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management4,932MILLION
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Total Number of Accounts4,536ACCOUNTS
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Average Account Value$1,087,362
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, ME, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WY
Mary Alpers (CRD# 4777789) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 20 years of experience in the finance industry.
Moira Amado-Mccoy (CRD# 6447430) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 9 years of experience in the finance industry.
John Bernabei (CRD# 2187056) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 32 years of experience in the finance industry.
Erik Boe (CRD# 4268218) is an Investment Advisor Representative working at Robertson Stephens in Ketchum, ID and has over 23 years of experience in the finance industry.
Annelise Bovet (CRD# 6553252) is an Investment Advisor Representative working at Robertson Stephens in Houston, TX and has over 8 years of experience in the finance industry.
Frank Corrado (CRD# 6172937) is an Investment Advisor Representative working at Robertson Stephens in Holmdel, NJ and has 1 year of experience in the finance industry.
Frank Corrado (CRD# 4666312) is an Investment Advisor Representative working at Robertson Stephens in Holmdel, NJ and has over 21 years of experience in the finance industry.
Michael Curley (CRD# 2197705) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 5 years of experience in the finance industry.
Joseph Delaney (CRD# 1741821) is an Investment Advisor Representative working at Robertson Stephens in Novato, CA and has over 20 years of experience in the finance industry.
Avi Deutsch (CRD# 6917844) is an Investment Advisor Representative working at Robertson Stephens in New York, NY and has over 6 years of experience in the finance industry.