Financial ADVSR advisor directory · SEC adviser records
Robertson Stephens financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Robertson Stephens office in Connecticut, by city and A to Z.
3 registered advisors work at Robertson Stephens in Connecticut, out of 70 nationwide; it's the firm's number 5 state by advisors, and the most are in Westport (3). 1 list the CFP designation and 2 are also registered broker representatives.
Robertson Stephens advisors by city in Connecticut
Every firm in Connecticut →Robertson Stephens advisors in Connecticut, A to Z
Search by name →- Meghan G. RumpWestport · Certified Financial Planner
- Charles A. SimmondsWestport
- Samuel C. SullivanWestport
Robertson Stephens advisors in every state →Robertson Stephens: assets, clients and custodians →Advisor Moves: who changed firms this week →
Robertson Stephens in other states
California 36New York 8Idaho 5Colorado 3Massachusetts 3Texas 3
Questions
How many Robertson Stephens financial advisors are in Connecticut?
3 investment adviser representatives are registered at Robertson Stephens offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 70 at the firm nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.
Where in Connecticut does Robertson Stephens have the most advisors?
Westport, with 3. Robertson Stephens has advisors in 1 city in Connecticut.
How do I check a Robertson Stephens advisor in Connecticut?
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.