Courtney Marie Kelly

Investment adviser representative at Robertson Stephens

11 yearsExperience

2 statesRegistered in

$8.8BFirm assets

8 yearsFirm in business

Are you Courtney Marie Kelly? Claim your profile

Contact this firm

From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

These describe the firm as a whole, not only this advisor.

11 years in the industry.

Registered as an investment adviser representative in 2 states (NY, PA).

Legal name: Robertson Stephens Wealth Management, LLC

$8.8BAssets managed

2,295Clients

73Advisers

8 yearsIn business

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.