ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

ROBERTSON STEPHENS
SAN FRANCISCO, California·5 registered advisors·CRD# 289977
SEC# 801-11181424415-500-6810
01

Firm Overview

AUM
$4.9B
Regulatory assets under management
Employees
92
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

5 registered advisors
Anthony Michael Lindner
NEW YORK, New York
David Westbrook
SAN FRANCISCO, California
Michael James Curley
SAN FRANCISCO, California
CFA
Rajarshi Bhattacharyya
SAN FRANCISCO, California
Stuart Katz
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
4 advisors
NEW YORK, New York
1 advisor

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Data sourced from SEC Form ADV filings. ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC (CRD# 289977) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.