Financial ADVSR advisor directory · SEC adviser records
Robertson Stephens financial advisors in Lincoln, MA
Every SEC-registered investment adviser representative at a Robertson Stephens office in Lincoln, A to Z.
3 registered advisors work at Robertson Stephens in Lincoln, out of 70 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Robertson Stephens advisors in Lincoln, A to Z
Every Robertson Stephens advisor →- Brandon E. FryeCertified Financial Planner
- David B. MatiasInvestment adviser rep
- Matthew J. ParrishInvestment 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 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 Lincoln
All Lincoln advisors →Fiduciary Trust International, LLC 13Bts Asset Management, Inc. 5
Questions
How many financial advisors does Robertson Stephens have in Lincoln?
3 investment adviser representatives are registered at Robertson Stephens offices in Lincoln, Massachusetts, 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 Lincoln?
Robertson Stephens ranks number 3 in Lincoln by registered advisors; Fiduciary Trust International, LLC has the most, with 13.
How do I check a Robertson Stephens advisor in Lincoln?
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.