Becky Biru Kuang
Investment adviser representative at Robertson Stephens
18 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
18 years in the industry.
- Robertson StephensJul 2026 to now
- Robertson Stephens Capital Markets, LLCJul 2026 to now
- Robertson Stephens Wealth Management, LLCJul 2026 to now
- UnemployedFeb 2025 to Jun 2026
- JP Morgan Chase Bank, N.A.Oct 2023 to Jan 2025
- J.P. Morgan Securities LLCSep 2023 to Jan 2025
- First Republic Investment Management Inc.Oct 2011 to Oct 2023
- First Republic Securities Company, LLCFeb 2008 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4469815
- Firm CRD
- 289977