John L Gilligan
Investment adviser representative at Robertson Stephens
18 yearsExperience
1 stateRegistered in
CFADesignation
$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
18 years in the industry.
- Robertson StephensMar 2023 to now
- Robertson Stephems Wealth Management, LLCMar 2023 to now
- Mercer Global Advisors IncJun 2020 to Mar 2023
- Clearrock Capital, LLCAug 2008 to Jun 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 4373914
- Firm CRD
- 289977