Daniel
Rozansky
Robertson Stephens Wealth Management, LLC
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About this Advisor
Daniel Rozansky is a financial advisor operating in Menlo Park, California who has 5 years of industry experience. Rozansky is an advisor for Robertson Stephens Wealth Management, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Robertson Stephens Securities, Robertson Stephens Advisors, Robertson Stephens Wealth Management, LLC and Robertson Stephens Capital Markets. Rozansky has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Robertson Stephens Wealth Management, LLC is a business based out of San Francisco, CA. The investment advisory business has offices in 18 locations and a total of 77 employees. It administers $4 billion in assets across its 3,277 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 3,277 client accounts, 52% are associated with high-net-worth clients who have more than $1 million in investable assets. Robertson Stephens Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the services provided. However, fee types charged by Robertson Stephens Wealth Management, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robertson Stephens Wealth Management, LLC Brokerage Details
$3,694,032,395
77
3,277
$1,127,260
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
Daniel Rozansky Work History
Daniel has been registered as a financial advisor for 5 years.*
Robertson Stephens Capital Markets
Robertson Stephens Wealth Management, LLC
Robertson Stephens Securities
Robertson Stephens Advisors
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Wealth Management, LLC
Houston, TX
Austin, TX
New York, NY
New York, NY
San Francisco, CA
San Francisco, CA
Holmdel, NJ
New York, NY
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