Robertson Stephens Capital Markets, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
27
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
290635
Registered since
July 17, 2019

Firm profile

FINTRX

Overview

Robertson Stephens Capital Markets, LLC is organized as a limited liability company and is classified in the dataset as an unclassified entity. Ownership is listed as a combination of domestic entity and individual. The firm has not provided public details about its client segments, fee schedules, core business activities or advisory programs. Dataset flags indicate the firm is not designated as a capital allocator, does not profile as an active ESG investor, is not a multi-state adviser, is not newly formed, does not act as a pension consultant, and is not identified as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Michael Curley

    Michael Curley

    Chief Compliance Officer/PrincipalCRD 2197705

  • David Westbrook

    David Westbrook

    Principal and Chief Financial OfficerCRD 5502571

  • Louis Calabrese

    Louis Calabrese

    Chief Marketing OfficerCRD 2420882

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Contacts

3 of 23
  • William Thrush

    William Thrush

    Managing Director and PrincipalCRD 4429445

  • Becky Kuang

    Becky Kuang

    Registered RepresentativeCRD 4469815

  • Erik Boe

    Erik Boe

    Managing Director & PrincipalCRD 4268218

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
455 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth