Janet
Shetty
Robertson Stephens Wealth Management, LLC
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About this Advisor
Janet Shetty is a financial advisor who works in San Francisco, California with 1 year of relevant experience. Shetty is an employee of Robertson Stephens Wealth Management, LLC. Over the course of their career, Shetty has held roles at Vodia Capital, LLC, Brightland Farms, Inc, Farm To Canda and Robertson Stephens Wealth Management, LLC. Shetty maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Massachusetts and Texas. Robertson Stephens Wealth Management, LLC is a company based out of San Francisco, CA. It has offices in 18 locations and a total of 77 advisors. It handles $4 billion in total assets between its 3,277 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 3,277 customer accounts, 52% belong to high-net-worth individuals who have more than $1 million in assets. Robertson Stephens Wealth Management, LLC performs a broad set 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. Financial management fees largely vary depending on the services offered. Fees billed by Robertson Stephens Wealth Management, LLC most likely are comprised 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
Janet Shetty Work History
Janet has been registered as a financial advisor for 1 years.*
Vodia Capital, LLC
Robertson Stephens Wealth Management, LLC
Brightland Farms, Inc
Farm To Canda
*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 Janet Shetty 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
New York, NY
New York, NY
Austin, TX
Houston, TX
Boise, ID
San Francisco, CA
San Francisco, CA
New York, NY
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