ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 289977). Regulatory assets under management: $8.8B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (23)

NameRoleLocation
Gaurav BhandariMANAGER; MANAGER & SOLE MEMBER; MEMBERNew York, NY
Stuart KatzCHIEF INVESTMENT OFFICER
Michael James CurleyCHIEF COMPLIANCE OFFICER
David WestbrookCHIEF FINANCIAL OFFICER
Vikram ChughCHIEF OPERATING OFFICERNew York, NY
William Tobin WhamondPRESIDENT
Rajarshi BhattacharyyaCHIEF EXECUTIVE OFFICER
BRITT HARRIET JAYNECHIEF COMPLIANCE OFFICER
JONES LESLEY LYNNCHIEF COMPLIANCE OFFICER
WESTBROOK DAVIDCHIEF FINANCIAL OFFICER
REINHARD ELIUNIT HOLDER
CODDINGTON JEFFREY MICHAELINTERIM CFO
CURLEY MICHAEL JAMESCHIEF COMPLIANCE OFFICER
LINDNER ANTHONY MICHAELCHIEF COMPLIANCE OFFICER
BHANDARI GAURAVMANAGER; MANAGER & SOLE MEMBER; SOLE MANAGER & MEMBER (+1 more)
RILEY WARREN BURTONPRESIDENT & CEO
CADER ANDREWMEMBER; UNIT HOLDER
KATZ STUARTCHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER; PRESIDENT & CHIEF EXECUTIVE OFFICER
CHUGH VIKRAMCHIEF OPERATING OFFICER
WHAMOND WILLIAM TOBINPRESIDENT
KENGETER CARSTENMEMBER
BHATTACHARYYA RAJARSHICHIEF EXECUTIVE OFFICER
KENGETER CARSTEN NORBERTMEMBER

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