Stuart Katz
Investment adviser representative at Robertson Stephens
14 yearsExperience
1 stateRegistered in
$8.8BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Robertson StephensSep 2021 to now
- Robertson Stephens Wealth Management, LLCFeb 2018 to now
- Reserve CapitalAug 2017 to Jan 2018
- The Heyman Enterprise LLCOct 2012 to Jul 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Robertson Stephens
Legal name: Robertson Stephens Wealth Management, LLC
$8.8BAssets managed
2,295Clients
73Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2786118
- Firm CRD
- 289977