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Matthew Andrew Lau

Investment adviser representative at Robertson Stephens
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

11 years in the industry.

  1. Robertson StephensDec 2022 to now
  2. Robertson Stephens Wealth Management, LLCDec 2022 to now
  3. Fortune Financial ServicesNov 2021 to now
  4. Lfs Asset Management, LLCJan 2015 to Feb 2023

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015

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
6504414
Firm CRD
289977
Advisor's SEC record (opens in a new tab)
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