Robertson Stephens Wealth Management, LLC

Robertson Stephens Wealth Management, LLC (CRD# 289977) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,930,992,888 in 2,607 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,931
    MILLION
  • Total Number of Accounts
    2,607
    ACCOUNTS
  • Average Account Value
    $1,507,861
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, DC, DE, FL, ID, MA, MT, NH, NJ, NY, PA, SD, TX, VA, WA

Financial Advisors at Robertson Stephens Wealth Management, LLC
Showing 1 - 10 of 37 top financial advisors.
1
Moira K. Amado-Mccoy
CRD#: 6447430
455 Market Street, Ste. 1600, San Francisco, CA 94105-2444

Moira Amado-Mccoy (CRD# 6447430) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

2
John C. Bernabei
CRD#: 2187056
455 Market Street, Ste. 1600, San Francisco, CA 94105-2444

John Bernabei (CRD# 2187056) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in San Francisco, CA and has over 30 years of experience in the finance industry. John Bernabei 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.

3
Erik R. Boe
CRD#: 4268218
675 Sun Valley Road, Ketchum, ID 83340

Erik Boe (CRD# 4268218) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in Ketchum, ID and has over 21 years of experience in the finance industry.

4
Annelise Bovet
CRD#: 6553252
3131 Eastside Street, Suite 105, Houston, TX 77098

Annelise Bovet (CRD# 6553252) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in Houston, TX and has over 6 years of experience in the finance industry. Annelise Bovet 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.

5
Frank T. Corrado
CRD#: 6172937
101 Crawfords Corner Road, Suite 1-127, Holmdel, NJ 07733

Frank Corrado (CRD# 6172937) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in Holmdel, NJ and has 1 year of experience in the finance industry. Frank Corrado 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.

6
Frank J. Corrado
CRD#: 4666312
455 Market Street, Ste. 1600, San Francisco, CA 94105-2444

Frank Corrado (CRD# 4666312) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in San Francisco, CA and has over 19 years of experience in the finance industry. Frank Corrado 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.

7
Michael J. Curley
CRD#: 2197705
455 Market Street, Ste. 1600, San Francisco, CA 94105-2444

Michael Curley (CRD# 2197705) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

8
Paul M. Dallman
CRD#: 6904442
201 Mission Street, Suite 510, San Francisco, CA 94105

Paul Dallman (CRD# 6904442) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

9
Pamela H. Friedman
CRD#: 2709432
1308 Navasota Street, Austin, TX 78702

Pamela Friedman (CRD# 2709432) is an Investment Advisor Representative working at Silicon Hills Wealth Management in Austin, TX and has 25 years of experience in the finance industry. Pamela Friedman 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 putclients' interests first and comply with the Financial Planning Practice Standards.

 

Pam is also a Certified Divorce Financial AnalystTM (CDFA) and the author of "I Now Pronounce You Financially Fit: How to Protect Money in Marriage and Divorce" published by River Grove Books 12/2015 Available on Amazon at https://www.amazon.com/Now-Pronounce-You-Financially-Fit/dp/1632990687?ie=UTF8&keywords=Pam%20Friedman&qid=1450120433&ref_=sr_1_1&sr=8-1

 

Prior to partnering with Silicon Hills Wealth Management, LLC, Ms. Friedman was on Wall Street in both New York and London structuring and raising capital for both public and private companies. Upon her return to Texas, Ms. Friedman spent six years on the faculty of the Finance Department in the McCombs School of Business at The University of Texas at Austin.

 

Ms. Friedman has been featured in national publications and on- air with U.S. News and World Report, New York Daily News, Self Magazine, ABC News Radio, Daily Finance (AOL), The Maggie Linton Show, MoneyRates.com Estate Planning magazine and the Divorce Financial Analyst Journal.  She is a regular speaker at meetings of the Austin chapter of the Financial Planning Association (FPA), the Capital Area Paralegal Association, and the Austin chapter of Certified Public Accountants (CPA). She is a member of The Collaborative Law Institute of Texas, Austin chapter of Texas Women in Business and alum of the The University of Texas’ BBA and Business Honors Program Alumni Boards.

 

 

 

10
Henry L. Hagenbuch
CRD#: 6526966
455 Market Street, Ste. 1600, San Francisco, CA 94105

Henry Hagenbuch (CRD# 6526966) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

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