William Thrush
Investment adviser representative at Robertson Stephens
10 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
10 years in the industry.
- Robertson StephensMar 2024 to now
- Robertson Stephens Capital Markets, LLCMar 2024 to now
- Robertson Stephens Wealth Management, LLCMar 2024 to now
- Hightower Advisors, LLCOct 2016 to Feb 2024
- Hightower Securities, LLCOct 2016 to Feb 2024
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 4429445
- Firm CRD
- 289977