Daniel Robert Rozansky
Investment adviser representative at Robertson Stephens
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Robertson Stephens Capital MarketsSep 2019 to now
- Robertson StephensJun 2018 to now
- Robertson Stephens Wealth Management, LLCJan 2018 to now
- Robertson Stephens AdvisorsApr 2014 to Dec 2017
- Robertson Stephens SecuritiesApr 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 4614479
- Firm CRD
- 289977