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Robertson Stephens financial advisors in California
Every SEC-registered investment adviser representative at a Robertson Stephens office in California, by city and A to Z.
36 registered advisors work at Robertson Stephens in California, out of 70 nationwide; it's the firm's number 1 state by advisors, and the most are in San Francisco (32). 8 list the CFP designation and 10 are also registered broker representatives.
Robertson Stephens advisors by city in California
Every firm in California →Robertson Stephens advisors in California, A to Z
Search by name →- Christopher E. AbbruzzeseSan Francisco
- Leah D. AdamucciSan Francisco
- Mary R. AlpersSan Francisco · Certified Financial Planner
- John C. BernabeiSan Francisco · Certified Financial Planner
- Robert J. BukowskiSan Francisco
- Michael J. CurleySan Francisco · Chartered Financial Analyst
- Joseph P. DelaneyNovato
- Jack R. DonnellySan Francisco
- John P. DornSan Francisco · Certified Financial Planner
- Elva Abril Espinoza JimenezSan Francisco · Chartered Financial Consultant
- Joshua N. FreedmanSan Francisco · Chartered Financial Analyst
- Megan T. GrandmaisonSan Francisco
- Thomas F. HagerstromSan Francisco
- Joel R. HelzerSan Francisco · Certified Financial Planner
- Ufuk InceSan Francisco · Chartered Financial Analyst
- Eric KielSan Francisco
- Becky B. KuangSan Francisco
- Keith LarkinSan Francisco
- John O. LauSan Francisco · Certified Financial Planner
- Karen L. McClintockPasadena · Chartered Financial Analyst, Chartered Investment Counselor
- Hunter NorteSan Francisco · Chartered Financial Analyst
- Zachary W. PerrySan Francisco · Chartered Financial Analyst
- Brian W. PostSan Francisco · Chartered Financial Analyst
- Julia C. RamerSan Francisco
- David J. ReichleSan Francisco
- Jeanette G. ReinhardSan Francisco
- Michael D. RidgewaySan Francisco
- Daniel R. RozanskyMenlo Park
- Janet L. ShettySan Francisco · Certified Financial Planner
- Lauren M. SigmanSan Francisco · Certified Financial Planner
- Rick L. TaskerSanta Rosa
- William ThrushSan Francisco
- James M. Tierney Jr.San Francisco
- Michael TongSan Francisco
- Joshua C. YoungSan Francisco · Certified Financial Planner
- Michael J. ZaninovichSan Francisco
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Robertson Stephens in other states
New York 8Idaho 5Colorado 3Connecticut 3Massachusetts 3Texas 3
Questions
How many Robertson Stephens financial advisors are in California?
36 investment adviser representatives are registered at Robertson Stephens offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 70 at the firm nationwide. 8 list the CFP designation and 10 are also registered as broker representatives.
Where in California does Robertson Stephens have the most advisors?
San Francisco, with 32, then Menlo Park (1). Robertson Stephens has advisors in 5 cities in California.
How do I check a Robertson Stephens advisor in California?
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.