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).

Current Firm Details
455 Market Street, Ste. 1600, San Francisco, CA 94105
https://www.rscapital.com
By the Numbers
  • Total Assets Under Management
    4,932
    MILLION
  • Total Number of Accounts
    4,536
    ACCOUNTS
  • Average Account Value
    $1,087,362
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Robertson Stephens
Showing 41 - 47 of 47 top financial advisors.
41
Rohan Motwani, financial advisor New York NY
Rohan V. Motwani
CRD#: 6507263
810 Seventh Avenue, Suite 615, New York, NY 10019

Rohan Motwani (CRD# 6507263) is an Investment Advisor Representative working at Robertson Stephens in New York, NY and has 1 year of experience in the finance industry.

42
John Murray, financial advisor Ketchum ID
John G. Murray
CRD#: 1236207
675 Sun Valley Road, Suite G, Ketchum, ID 83340

John Murray (CRD# 1236207) is an Investment Advisor Representative working at Robertson Stephens in Ketchum, ID and has over 32 years of experience in the finance industry.

43
Janet Shetty, financial advisor San Francisco CA
Janet L. Shetty
CRD#: 7548558
455 Market Street, Ste. 1600, San Francisco, CA 94105

Janet Shetty (CRD# 7548558) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has 1 year of experience in the finance industry.

44
Lauren Sigman, financial advisor San Francisco CA
Lauren M. Sigman
CRD#: 7313784
455 Market Street, Ste. 1600, San Francisco, CA 94105

Lauren Sigman (CRD# 7313784) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has 1 year of experience in the finance industry.

45
Michael Tong, financial advisor San Francisco CA
Michael Tong
CRD#: 5188191
455 Market Street, Ste. 1600, San Francisco, CA 94105

Michael Tong (CRD# 5188191) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 4 years of experience in the finance industry.

46
Mahir Vora, financial advisor San Francisco CA
Mahir T. Vora
CRD#: 2648356
455 Market Street, Ste. 1600, San Francisco, CA 94105

Mahir Vora (CRD# 2648356) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 2 years of experience in the finance industry.

47
Chuning Wang, financial advisor Lincoln MA
Chuning Wang
CRD#: 7188211
55 Old Bedford Road, Suite 306, Lincoln, MA 01773

Chuning Wang (CRD# 7188211) is an Investment Advisor Representative working at Robertson Stephens in Lincoln, MA and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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