Graham Christy Gerlach
Investment adviser representative at Robertson Stephens
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.8BFirm assets
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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
12 years in the industry.
- Robertson StephensAug 2024 to now
- Roberts StephensJul 2024 to now
- Ratio Wealth Group LLCDec 2019 to now
- The Leaders Group, Inc.Aug 2020 to Apr 2021
- Massmutual Life Insurance CompanyDec 2014 to Dec 2019
- MML Investor Services LLCDec 2014 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CO, PA).
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
- 3093059
- Firm CRD
- 289977