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
James Tierney (CRD# 1219258) is an Investment Advisor Representative working at Robertson Stephens in New York, NY and has over 40 years of experience in the finance industry.
Michael Zaninovich (CRD# 2599628) is an Investment Advisor Representative working at Robertson Stephens in San Rafael, CA and has over 9 years of experience in the finance industry.
Daniel Arcos (CRD# 5942184) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has 1 year of experience in the finance industry.
Thomas Bruno (CRD# 2584593) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 6 years of experience in the finance industry.
Alicia Denton (CRD# 7433402) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has 1 year of experience in the finance industry.
Mallon Fitzpatrick (CRD# 7432135) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has 1 year of experience in the finance industry.
Victoria Jung (CRD# 7043182) is an Investment Advisor Representative working at Robertson Stephens in New York, NY and has 1 year of experience in the finance industry.
Stuart Katz (CRD# 2786118) is an Investment Advisor Representative working at Robertson Stephens in New York, NY and has 1 year of experience in the finance industry.
Eric Kiel (CRD# 7641394) is an Investment Advisor Representative working at Robertson Stephens in Ketchum, ID and has over 2 years of experience in the finance industry.
Mark Ledbetter (CRD# 7694203) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has 1 year of experience in the finance industry.