Eric
Kiel

Robertson Stephens

CRD#7641394
Investment Advisor
in San Francisco, CA

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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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

455 Market Street Ste. 1600
San Francisco, CA 94105-2444

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Robertson Stephens Brokerage Details

Total Assets Under Management

$4,932,272,688

CA Average: $7,578,581,321
Total Number of Employees

92

CA Average: 43
Total Number of Accounts

4,536

CA Average: 3,727
Average Account Size

$1,087,362

CA Average: $2,033,427

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

2022 - Present (3 years)

Robertson Stephens Wealth Management, LLC

2000 - Present (25 years)

Eric Kiel Photography

Created with Highcharts 6.0.7

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

John Murray
Ketchum, ID
Frank Corrado
Holmdel, NJ
Annelise Bovet
Houston, TX
Avi Deutsch
New York, NY
Daniel Rozansky
Menlo Park, CA
Moira Amado-Mccoy
San Francisco, CA
John Bernabei
San Francisco, CA
Zachary Perry
San Francisco, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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