Avi
Deutsch
Robertson Stephens Wealth Management, LLC
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About this Advisor
Avi Deutsch is a financial advisor working in New York, New York with 1 year of relevant experience. Deutsch currently works for Robertson Stephens Wealth Management, LLC. Throughout their career, Deutsch has worked at Vodia Capital, LLC, Lavan Inc, Boundless Impact Investing, Agahozo Shalom Youth Village, Robertson Stephens Wealth Management, LLC, Tdo Capital and Vodia Ventures Ii, LLC. Deutsch has a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Massachusetts, New York and Texas. Robertson Stephens Wealth Management, LLC is a financial advisory business based out of San Francisco, CA. The investment advisory business has offices in 18 locations and a total of 77 employees. It controls $4 billion in assets across its 3,277 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to seven charitable organizations. Of its 3,277 accounts, 52% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm 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. Fees for financial advice depend on the type of services provided. However, fees charged by Robertson Stephens Wealth Management, LLC can be 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
Avi Deutsch Work History
Avi has been registered as a financial advisor for 1 years.*
Robertson Stephens Wealth Management, LLC
Vodia Capital, LLC
Tdo Capital
Vodia Ventures Ii, LLC
Lavan Inc
Boundless Impact Investing
Agahozo Shalom Youth Village
*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 Avi Deutsch 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
San Francisco, CA
Holmdel, NJ
Boise, ID
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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