Financial ADVSR advisor directory · SEC adviser records
Robertson Stephens financial advisors in Westport, CT
Every SEC-registered investment adviser representative at a Robertson Stephens office in Westport, A to Z.
3 registered advisors work at Robertson Stephens in Westport, out of 70 at the firm nationwide; it ranks number 30 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.
Robertson Stephens advisors in Westport, A to Z
Every Robertson Stephens advisor →- Meghan G. RumpCertified Financial Planner · Also a broker rep
- Charles A. SimmondsAlso a broker rep
- Samuel C. SullivanInvestment 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 4Denver, CO 3Lincoln, MA 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 Westport
All Westport advisors →Morgan Stanley 68UBS Financial Services Inc. 42Wells Fargo Clearing Services, LLC 37RBC Capital Markets, LLC 17Coastal Bridge Advisors 16Focus Partners Wealth, LLC 15LPL Financial LLC 11Ihs Herold Inc. 9Ameriprise Financial Services, LLC 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Third View Private Wealth 7
Questions
How many financial advisors does Robertson Stephens have in Westport?
3 investment adviser representatives are registered at Robertson Stephens offices in Westport, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 70 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.
Is Robertson Stephens one of the largest advisor employers in Westport?
Robertson Stephens ranks number 30 in Westport by registered advisors; Morgan Stanley has the most, with 68.
How do I check a Robertson Stephens advisor in Westport?
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.