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Michael Tong

Robertson Stephens

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About Michael Tong

Michael Tong is an investment advisor representative registered with Robertson Stephens. Michael has been in the industry since 2013 and has experience in the financial services sector, most recently at Morgan Stanley. Michael holds Series 63, 65, 7 and SIE licenses. Michael is a Registered Investment Advisor, specializing in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars and selection of other advisors. Robertson Stephens is a Registered Investment Advisor, offering a variety of financial services, including investment management, financial planning, and wealth management.

Firm Information

Michael Tong 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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Michael Tong’s Registration & Firm History

CA

01/05/2024 - Present

Robertson Stephens (SAN FRANCISCO CA)

NY

09/27/2019 - 08/23/2023

MORGAN STANLEY (New York NY)

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Licenses & Designations

IA

Issued 01/05/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Tong.
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