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Mallon Fitzpatrick

Robertson Stephens

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About Mallon Fitzpatrick

Mallon Fitzpatrick is an Investment Advisor Representative at Robertson Stephens Wealth Management, LLC, with over six years of experience in the financial services industry. Mallon holds the Certified Financial Planner designation and is registered in New York. Mallon's experience spans multiple firms, including Safran Wealth Advisors, Garden Street Advisors, LLC, and JP Morgan Chase. Mallon specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals. Mallon is also a Board Member of the Sag Harbor Whaling and Historical Museum and serves on the board of The Gatsby Condominium.

Firm Information

Mallon Fitzpatrick 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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Mallon Fitzpatrick’s Registration & Firm History

CA

12/20/2021 - Present

Robertson Stephens (SAN FRANCISCO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mallon Fitzpatrick.
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