Morgan Brittany Ostos
Investment adviser representative at Robertson Stephens
12 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
12 years in the industry.
- Robertson StephensJun 2026 to now
- Robertson Stephens Wealth Management, LLCApr 2026 to now
- Robertson Stephens Wealth Management, LLCJan 2026 to Mar 2026
- PricewaterhousecoopersSep 2020 to Nov 2025
- UnemployedMay 2020 to Sep 2020
- The University of WashingtonAug 2018 to May 2020
- Business Talent GroupApr 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8246117
- Firm CRD
- 289977