Matthew James Parrish
Investment adviser representative at Robertson Stephens
12 yearsExperience
1 stateRegistered in
$8.8BFirm assets
8 yearsFirm in business
Are you Matthew James Parrish? Claim your profile
Contact this firm
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
12 years in the industry.
- Robertson StephensSep 2024 to now
- UnemployedMay 2023 to Sep 2024
- Georgetown UniversitySep 2017 to May 2023
- Blacksburg High SchoolSep 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7990606
- Firm CRD
- 289977