Joshua C Young
Investment adviser representative at Robertson Stephens
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.8BFirm assets
Are you Joshua C Young? Claim your profile
Contact this firm
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 StephensAug 2026 to now
- Robertson Stephens Wealth Management, LLCJul 2026 to now
- Baker Avenue Asset Management LPMar 2022 to Aug 2026
- Mercer Global Advisors Inc.Jan 2022 to Mar 2022
- Rmb Capital Management, LLCMar 2016 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5744504
- Firm CRD
- 289977