Daniel
Rozansky
Robertson Stephens
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About this Advisor
Daniel Rozansky is a financial advisor based in Menlo Park, California, working with Robertson Stephens. Daniel has previously held positions at Robertson Stephens Securities, Robertson Stephens Advisors, Robertson Stephens Wealth Management, LLC, and Robertson Stephens Capital Markets. Daniel has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Daniel is part of Robertson Stephens, which operates out of Menlo Park, California. The firm has 23 offices and 92 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Robertson Stephens includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Robertson Stephens Brokerage Details
$4,932,272,688
92
4,536
$1,087,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Rozansky Work History
Robertson Stephens Capital Markets
Robertson Stephens Wealth Management, LLC
Robertson Stephens Securities
Robertson Stephens Advisors
Disclosures
Please visit the SEC profile of Daniel Rozansky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Robertson Stephens
Holmdel, NJ
San Francisco, CA
Houston, TX
San Francisco, CA
New York, NY
San Francisco, CA
San Francisco, CA
New York, NY
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