Zachary Perry (CRD# 2683721) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | San Francisco, CA | Mar 2020 - Current | 4 |
| Seaplane Partners, LLC | Mill Valley, CA | May 2017 - Mar 2020 | 2 |
| Vine Street Wealth Management, LLC | Mill Valley, CA | Feb 2014 - Mar 2020 | 6 |
| Osterweis Capital Management, LLC | San Francisco, CA | Jan 2010 - May 2014 | 4 |
| Osterweis Capital Management, LLC | San Francisco, CA | Sep 2008 - May 2014 | 5 |
- CA
-
Total Assets Under Management4,932MILLIONS
-
Total Number of Accounts4,536ACCOUNTS
-
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
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