Annelise Bovet
Investment adviser representative at Robertson Stephens
10 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
10 years in the industry.
- Robertson StephensJan 2021 to now
- Robertson Stephens Wealth Management, LLCJan 2021 to now
- Collaboration Capital LLCSep 2017 to Jan 2021
- Perigon Wealth Management, LLCNov 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (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
- 6553252
- Firm CRD
- 289977