Julie Steinman, financial advisor Ketchum ID

Julie Steinman

CRD Number: 1619328
Current Firm: Robertson Stephens Wealth Management, LLC

Julie Steinman (CRD# 1619328) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in Ketchum, ID and has over 37 years of experience in the finance industry. Julie Steinman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Robertson Stephens Wealth Management, LLC Ketchum, ID Jan 2024 - Current < 1
Robertson Stephens Capital Markets, LLC Ketchum, ID Oct 2019 - Current 4
Robertson Stephens Wealth Management, LLC Ketchum, ID May 2019 - Jan 2024 4
Rbc Capital Markets Corporation Boise, ID Mar 2008 - May 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Julie N. Steinman
Phone Number: 415-500-6810
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    3,694
    MILLIONS
  • Total Number of Accounts
    3,277
    ACCOUNTS
  • Average Account Value
    $1,127,260
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, ME, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WY

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