James
Dipisa
Robertson Stephens Wealth Management, LLC
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About this Advisor
James Dipisa is a chartered financial analyst operating in Mission Viejo, California with 4 years of industry experience. Dipisa currently works for Robertson Stephens Wealth Management, LLC. Dipisa has gained experience at Dynasty Financial Partners, Goldman Sachs Execution & Clearing, Purshe Kaplan Sterling Investments, Credit Suisse Securities (Usa) LLC, Robertson Stephens Wealth Management, LLC and Robertson Stephens Capital Markets. Dipisa holds a Series 63 license, certifying them as a securities representative, and is registered to work in California. Robertson Stephens Wealth Management, LLC is a financial advisory firm headquartered in San Francisco, CA. It has offices in 18 locations and a total of 77 advisors. It manages $4 billion in total assets across its 3,277 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to seven charitable organizations. Of its 3,277 customer accounts, 52% are associated with high-net-worth clients who have at least $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management vary depending on the financial services offered. Fee types charged by Robertson Stephens Wealth Management, LLC can consist of 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
James Dipisa Work History
James has been registered as a financial advisor for 4 years.*
Robertson Stephens Wealth Management, LLC
Robertson Stephens Capital Markets
Robertson Stephens Wealth Management, LLC
Credit Suisse Securities (Usa) LLC
Dynasty Financial Partners
Purshe Kaplan Sterling Investments
Goldman Sachs Execution & Clearing
*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 James Dipisa 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
New York, NY
Austin, TX
New York, NY
San Francisco, CA
New York, NY
Boise, ID
San Francisco, CA
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