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Daniel Robert Rozansky

Robertson Stephens

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About Daniel Robert Rozansky

Daniel Robert Rozansky is a financial advisor with Robertson Stephens. Daniel has been in the financial services industry since 2003. Daniel has a Series 66, Series 7, and SIE license and has been registered with the state of California. Daniel was previously registered with Wells Fargo Advisors, LLC, and Robertson Stephens Securities. Daniel is also a member of the Endowment Investment Committee for Peninsula JCC.

Firm Information

Daniel Rozansky 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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Daniel Rozansky’s Registration & Firm History

CA

06/22/2018 - Present

Robertson Stephens (Menlo Park CA)

CA

04/07/2014 - 10/17/2017

ROBERTSON STEPHENS SECURITIES (SAN FRANCISCO CA)

CA

01/03/2011 - 04/08/2014

WELLS FARGO ADVISORS, LLC (PALO ALTO CA)

CA

04/11/2003 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 07/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Robert Rozansky.
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