Kevin
Talty
Robertson Stephens Wealth Management, LLC
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About this Advisor
Kevin Talty is a certified financial planner working in Holmdel, New Jersey who has 4 years of relevant experience. Talty is currently employed by Robertson Stephens Wealth Management, LLC. During their career, Talty has held roles at The Ayco Company, L.P./Mercer Allied, The Ayco Company, L.P, North Jersey Country Club, Ram'S Head Inn, Liberty Tax, University Of Westminster, Richard Stockton College Of New Jersey, Lighthouse Financial Advisors, Blue Blaze Financial Advisors, LLC and Robertson Stephens Wealth Management, LLC. Talty holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Robertson Stephens Wealth Management, LLC is an advisory company that has its headquarters in San Francisco, CA. It has offices in 18 locations and a total of 77 financial advisors. It has $4 billion in total assets across its 3,277 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 3,277 client accounts, 52% belong to high-net-worth investors who have greater than $1 million in assets. Robertson Stephens Wealth Management, LLC provides 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. Financial advisory fees typically depend on which services the firm provides the client. Fees charged by Robertson Stephens Wealth Management, LLC likely 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
Kevin Talty Work History
Kevin has been registered as a financial advisor for 4 years.*
Robertson Stephens Wealth Management, LLC
Blue Blaze Financial Advisors, LLC
Lighthouse Financial Advisors
The Ayco Company, L.P./Mercer Allied
The Ayco Company, L.P
North Jersey Country Club
Ram'S Head Inn
Liberty Tax
University Of Westminster
Richard Stockton College Of New Jersey
*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 Kevin Talty 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
Austin, TX
Houston, TX
New York, NY
San Francisco, CA
Boise, ID
San Francisco, CA
Holmdel, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
