Megan Theresa Grandmaison
Investment adviser representative at Robertson Stephens
10 yearsExperience
1 stateRegistered in
$8.8BFirm assets
8 yearsFirm in business
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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 2026 to now
- Robertson Stephens Capital Markets, LLCOct 2025 to now
- Robertson Stephens Wealth Management, LLC;Oct 2025 to now
- Hightower Advisors LLCSep 2018 to Sep 2025
- Hightower Securities LLCSep 2018 to Sep 2025
- Apb Vape LLCJun 2017 to Sep 2018
- The Ocean HouseMay 2017 to Aug 2017
- University of R.I.Mar 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 7016974
- Firm CRD
- 289977