Financial ADVSR advisor directory · SEC adviser records
Robertson Stephens financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Robertson Stephens office in San Francisco, A to Z.
32 registered advisors work at Robertson Stephens in San Francisco, out of 70 at the firm nationwide; it ranks number 20 in the city by advisors. 8 list the CFP designation and 9 are also registered broker representatives.
Robertson Stephens advisors in San Francisco, A to Z
Every Robertson Stephens advisor →- Christopher E. AbbruzzeseInvestment adviser rep
- Leah D. AdamucciInvestment adviser rep
- Mary R. AlpersCertified Financial Planner
- John C. BernabeiCertified Financial Planner
- Robert J. BukowskiInvestment adviser rep
- Michael J. CurleyChartered Financial Analyst · Also a broker rep
- Jack R. DonnellyInvestment adviser rep
- John P. DornCertified Financial Planner
- Elva Abril Espinoza JimenezChartered Financial Consultant
- Joshua N. FreedmanChartered Financial Analyst
- Megan T. GrandmaisonAlso a broker rep
- Thomas F. HagerstromInvestment adviser rep
- Joel R. HelzerCertified Financial Planner
- Ufuk InceChartered Financial Analyst · Also a broker rep
- Eric KielInvestment adviser rep
- Becky B. KuangAlso a broker rep
- Keith LarkinAlso a broker rep
- John O. LauCertified Financial Planner · Also a broker rep
- Hunter NorteChartered Financial Analyst · Also a broker rep
- Zachary W. PerryChartered Financial Analyst
- Brian W. PostChartered Financial Analyst · Also a broker rep
- Julia C. RamerInvestment adviser rep
- David J. ReichleInvestment adviser rep
- Jeanette G. ReinhardInvestment adviser rep
- Michael D. RidgewayInvestment adviser rep
- Janet L. ShettyCertified Financial Planner
- Lauren M. SigmanCertified Financial Planner
- William ThrushAlso a broker rep
- James M. Tierney Jr.Investment adviser rep
- Michael TongInvestment adviser rep
- Joshua C. YoungCertified Financial Planner
- Michael J. ZaninovichInvestment adviser rep
Robertson Stephens advisors in every city and state →Robertson Stephens: assets, clients and custodians →Advisor Moves: who changed firms this week →
Robertson Stephens advisors in other cities
New York, NY 8Ketchum, ID 4Denver, CO 3Lincoln, MA 3Westport, CT 3Austin, TX 2North Barrington, IL 2Bellevue, WA 1Boise, ID 1Holmdel, NJ 1Houston, TX 1Menlo Park, CA 1Milwaukee, WI 1Novato, CA 1Pasadena, CA 1
Other firms in San Francisco
All San Francisco advisors →Morgan Stanley 418J.P. Morgan Securities LLC 294Merrill Lynch, Pierce, Fenner & Smith Incorporated 215UBS Financial Services Inc. 189Farther 131Wells Fargo Clearing Services, LLC 109Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Charles Schwab & Co., Inc. 70Strategic Advisers LLC 65Parallel Advisors, LLC 54
Questions
How many financial advisors does Robertson Stephens have in San Francisco?
32 investment adviser representatives are registered at Robertson Stephens offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 70 nationwide. 8 list the CFP designation and 9 are also registered as broker representatives.
Is Robertson Stephens one of the largest advisor employers in San Francisco?
Robertson Stephens ranks number 20 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.
How do I check a Robertson Stephens advisor in San Francisco?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Robertson Stephens office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.