Brian
Post
Robertson Stephens Wealth Management, LLC
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About this Advisor
Brian Post is a chartered financial analyst based in San Francisco, California with a total of 4 years of industry experience. Post works at Robertson Stephens Wealth Management, LLC. During their career, the advisor has held roles at Robertson Stephens Wealth Management, LLC, Robertson Stephens Capital Markets, LLC, Roth Capital Partners and Rbc Capital Markets, LLC. Post has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Idaho and Texas. Robertson Stephens Wealth Management, LLC is a registered investment company based out of San Francisco, CA. The firm has offices in 18 locations and a total of 77 people on staff. It handles $4 billion in total assets among its 3,277 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 3,277 client accounts, 52% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Robertson Stephens Wealth Management, LLC provides 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 typically are based on which services the firm provides the client. However, fee types billed by Robertson Stephens Wealth Management, LLC most likely include 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
Brian Post Work History
Brian has been registered as a financial advisor for 4 years.*
Robertson Stephens Wealth Management, LLC
Robertson Stephens Capital Markets, LLC
Rbc Capital Markets, LLC
Roth Capital Partners
*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 Brian Post 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
Austin, TX
Houston, TX
New York, NY
New York, NY
Holmdel, NJ
San Francisco, CA
Boise, ID
New York, NY
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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