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
Karen McClintock (CRD# 1499193) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has 1 year of experience in the finance industry.
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.
William Polenske (CRD# 1505265) is an Investment Advisor Representative working at Robertson Stephens in Boise, ID and has over 30 years of experience in the finance industry.
Brian Post (CRD# 4549520) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 13 years of experience in the finance industry.
Jeanette Reinhard (CRD# 4720285) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 19 years of experience in the finance industry.
Michael Ridgeway (CRD# 2297781) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 27 years of experience in the finance industry.
Daniel Rozansky (CRD# 4614479) is an Investment Advisor Representative working at Robertson Stephens in Menlo Park, CA and has over 20 years of experience in the finance industry.
Julie Steinman (CRD# 1619328) is an Investment Advisor Representative working at Robertson Stephens in Ketchum, ID and has over 37 years of experience in the finance industry.
Kevin Talty (CRD# 6542353) is an Investment Advisor Representative working at Robertson Stephens in Holmdel, NJ and has over 8 years of experience in the finance industry.
Rick Tasker (CRD# 728427) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 42 years of experience in the finance industry.