Kevin Richard Talty
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.
- Robertson Stephens Wealth Management, LLCOct 2019 to now
- Robertson StephensSep 2019 to now
- Blue Blaze Financial Advisors, LLCJul 2018 to Oct 2019
- Lighthouse Financial AdvisorsAug 2017 to Jun 2018
- The Ayco Company, L.p./mercer AlliedJun 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6542353
- Firm CRD
- 289977