Unclaimed Profile

Molly Rosemarie Wallace

ROBERTSON STEPHENS ADVISORS LLC·SAN FRANCISCO, California

SIE, Series 7, Series 63, Series 65Clean record10 years registeredROBERTSON STEPHENS ADVISORS LLC

555 CALIFORNIA STREET, SAN FRANCISCO, CA 94104CRD# 6261481Firm CRD# 166736

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Molly Rosemarie Wallace · SAN FRANCISCO, CA

Registration

CRD #6261481 · ROBERTSON STEPHENS ADVISORS LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROBERTSON STEPHENS ADVISORS LLC

ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

Jun 2018 – Dec 2018

San Francisco, CA

ROBERTSON STEPHENS ADVISORS

Apr 2016 – Jan 2018

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 28, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROBERTSON STEPHENS ADVISORS LLC

CRD 166736 · SEC 801-77828

AUM

$469M

Regulatory assets under management

Employees

269 client accounts

Services offered by ROBERTSON STEPHENS ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ROBERTSON STEPHENS ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Molly Rosemarie Wallace offer?

Molly Rosemarie Wallace specializes in Financial Planning, Investment Management, Retirement Planning.

What are Molly Rosemarie Wallace's credentials?

Molly Rosemarie Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Molly Rosemarie Wallace located?

Molly Rosemarie Wallace is based in SAN FRANCISCO, California, last registered with ROBERTSON STEPHENS ADVISORS LLC.

How does Molly Rosemarie Wallace charge for services?

Molly Rosemarie Wallace's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROBERTSON STEPHENS ADVISORS LLC?

ROBERTSON STEPHENS ADVISORS LLC has approximately 13 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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