Eric
Kiel
Robertson Stephens
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About this Advisor
Eric Kiel is a financial advisor based in San Francisco, California, working with Robertson Stephens. Eric has previously held positions at Robertson Stephens Wealth Management, LLC and Eric Kiel Photography. Eric has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Eric is part of Robertson Stephens, which operates out of San Francisco, 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
Eric Kiel Work History
Robertson Stephens Wealth Management, LLC
Eric Kiel Photography
Disclosures
Please visit the SEC profile of Eric Kiel 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
New York, NY
San Francisco, CA
San Francisco, CA
New York, NY
San Francisco, CA
San Francisco, CA
New York, NY
Holmdel, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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