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
Moira Amado-Mccoy (CRD# 6447430) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 8 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# 4666312) is an Investment Advisor Representative working at Robertson Stephens in Holmdel, NJ and has over 20 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.
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.
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.