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Christopher Enrico Abbruzzese

Robertson Stephens

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About Christopher Enrico Abbruzzese

Christopher Abbruzzese is an Investment Advisor Representative at Robertson Stephens. Christopher has been in the industry since 1998, having previously worked at J.P.Morgan Securities Inc. Christopher is a licensed Series 7 and Series 63 Representative and has a proven track record in financial planning and portfolio management.

Firm Information

Christopher Abbruzzese is currently registered with Robertson Stephens. Robertson Stephens is a wealth management firm located in San Francisco, California. Founded in 2005, the firm manages over $4.9 billion in assets and provides a variety of services, including financial planning, portfolio management, and pension consulting. They serve high-net-worth individuals, corporations, and other entities, including charitable organizations and pension plans.
Robertson Stephens

455 MARKET STREET

SAN FRANCISCO, CA 94105-2442

$4.93B

Assets Under Management

19

Total Clients

52

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Abbruzzese’s Registration & Firm History

OR

07/12/2024 - Present

Robertson Stephens (Lake Oswego OR)

CA

05/04/1998 - 02/11/2009

J.P.MORGAN SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 03/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Enrico Abbruzzese.
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