Unclaimed Profile

Robin Lea Nakao

ROBERTSON STEPHENS ADVISORS LLC·SAN FRANCISCO, California

SIE, Series 7, Series 24, Series 27, Series 28, Series 66, Series 79Clean record12 years registeredROBERTSON STEPHENS ADVISORS LLC

555 CALIFORNIA STREET, SAN FRANCISCO, CA 94104CRD# 1064012Firm CRD# 166736

Profile Verification

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

Identity

Robin Lea Nakao · SAN FRANCISCO, CA

Registration

CRD #1064012 · ROBERTSON STEPHENS ADVISORS LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROBERTSON STEPHENS ADVISORS LLC

ROBERTSON STEPHENS ADVISORS

Dec 2013 – Sep 2017

SAN FRANCISCO, CA

ROBERTSON STEPHENS ASSET MANAGEMENT LLC

Nov 2013 – Dec 2013

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 28

Series 66

Series 79

Registration record

First registered · November 27, 2013

Years registered · 12

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 Robin Lea Nakao offer?

Robin Lea Nakao specializes in Financial Planning, Investment Management, Retirement Planning.

What are Robin Lea Nakao's credentials?

Robin Lea Nakao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robin Lea Nakao located?

Robin Lea Nakao is based in SAN FRANCISCO, California, last registered with ROBERTSON STEPHENS ADVISORS LLC.

How does Robin Lea Nakao charge for services?

Robin Lea Nakao'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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