Rohan Vinod Motwani
Investment adviser representative at Robertson Stephens
13 yearsExperience
1 stateRegistered in
CFADesignation
$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
13 years in the industry.
- Robertson StephensOct 2021 to now
- Robertson Stephens Wealth Management, LLCMay 2020 to now
- Greenwich StrategyAug 2018 to Apr 2020
- Apollo Global ManagementJul 2017 to Jul 2018
- Extended VacationJan 2017 to Jun 2017
- Cornell UniversityAug 2013 to Dec 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6507263
- Firm CRD
- 289977