Financial ADVSR advisor directory · SEC adviser records
Robertson Stephens financial advisors in Denver, CO
Every SEC-registered investment adviser representative at a Robertson Stephens office in Denver, A to Z.
3 registered advisors work at Robertson Stephens in Denver, out of 70 at the firm nationwide; it ranks number 133 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Robertson Stephens advisors in Denver, A to Z
Every Robertson Stephens advisor →- Derek J. ScarthInvestment adviser rep
- Jack E. SeavallCertified Financial Planner
- Shawn P. WallaceInvestment 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
San Francisco, CA 32New York, NY 8Ketchum, ID 4Lincoln, 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 Denver
All Denver advisors →Mercer Global Advisors Inc. 246Strategic Advisers LLC 184UBS Financial Services Inc. 123Morgan Stanley 107J.P. Morgan Securities LLC 105LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 63Robert W. Baird & Co. Incorporated 51Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 38Ameriprise Financial Services, LLC 35Edward Jones 35
Questions
How many financial advisors does Robertson Stephens have in Denver?
3 investment adviser representatives are registered at Robertson Stephens offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 70 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Robertson Stephens one of the largest advisor employers in Denver?
Robertson Stephens ranks number 133 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 246.
How do I check a Robertson Stephens advisor in Denver?
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.