Robertson Stephens

CRD 289977 · San Francisco, CA · $8.8B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 289977
SEC number: 801-111814
Firm type: RIA
Assets under management: $8.8B as of Apr 1, 2026
Website: www.facebook.com/RobertsonStephensWealthManagement ↗
Phone: 415-500-6810
Address: 455 Market Street, San Francisco, CA, 94105-2442

Advisors at this firm

67 in our index · page 2 of 2

Meghan G RumpCRD 5001688 · Westport, CT

IA RegisteredBroker
Jeanette Garretty ReinhardCRD 4720285 · Menlo Park, CA

IA RegisteredRegistration inactive
Derek Jeffrey ScarthCRD 4333365 · Denver, CO

IA RegisteredRegistration inactive
Janet Lyn ShettyCRD 7548558 · Lincoln, MA

IA Registered
Lauren M SigmanCRD 7313784 · Denver, CO

IA Registered
Julie Niles SteinmanCRD 1619328 · Ketchum, ID

IA RegisteredBroker
Jack Earl SeavallCRD 8142245 · Denver, CO

IA Registered
Charles Anderson SimmondsCRD 7724330 · Westport, CT

IA RegisteredBroker
Kevin Richard TaltyCRD 6542353 · Holmdel, NJ

IA RegisteredRegistration inactive
Rick Lane TaskerCRD 728427 · Santa Rosa, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
William ThrushCRD 4429445 · Westport, CT

IA RegisteredBroker

Disclosure event(s) on record
James Michael TierneyCRD 1219258 · West Palm Beach, FL

IA Registered

Disclosure event(s) on record
Michael TongCRD 5188191 · New York, NY

IA RegisteredRegistration inactive
Mahir Trikumdas VoraCRD 2648356 · New York, NY

IA Registered
Shawn Patrick WallaceCRD 5633966 · Denver, CO

IA RegisteredRegistration inactive
Michael John ZaninovichCRD 2599628 · San Rafael, CA

IA Registered
Daniel Allen ZarzynskiCRD 7901020 · North Barrington, IL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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