Stuart Katz
Chief Investment OfficerRobertson Stephens Wealth Management, LLCCRD 2786118
About Stuart Katz
Stuart Katz is listed as Chief Investment Officer at Robertson Stephens Wealth Management, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Robertson Stephens Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Stuart Katz work?
Stuart Katz is listed as Chief Investment Officer at Robertson Stephens Wealth Management, LLC on SEC Form ADV.
How much of Robertson Stephens Wealth Management, LLC does Stuart Katz own?
Form ADV reports a beneficial ownership band of Under 5%.
Robertson Stephens Wealth Management, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |