Kevin Talty, financial advisor Holmdel NJ

Kevin Talty

CRD Number: 6542353
Current Firm: Robertson Stephens Wealth Management, LLC

Kevin Talty (CRD# 6542353) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in Holmdel, NJ and has over 8 years of experience in the finance industry. Kevin Talty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Robertson Stephens Wealth Management, LLC Holmdel, NJ Oct 2019 - Current 4
Blue Blaze Financial Advisors, LLC Red Bank, NJ Jul 2018 - Oct 2019 1
Lighthouse Financial Advisors Red Bank, NJ Aug 2017 - Jun 2018 < 1
The Ayco Company, L.p./mercer Allied Parsippany, NJ Jun 2015 - Jul 2017 2
The Ayco Company, LP Parsippany, NJ May 2014 - May 2015 1
Richard Stockton College Of New Jersey Galloway, NJ Sep 2011 - May 2015 3
Liberty Tax Little Egg Harbor Township, NJ Dec 2013 - Apr 2014 < 1
Ram's Head Inn Galloway, NJ Oct 2013 - Apr 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2015
Contact Info for Kevin R. Talty
Phone Number: 415-500-6810
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    3,694
    MILLIONS
  • Total Number of Accounts
    3,277
    ACCOUNTS
  • Average Account Value
    $1,127,260
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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