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Rebecca E Neils

Robertson Stephens

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About Rebecca E Neils

Rebecca Neils is a financial advisor with Robertson Stephens. Rebecca has been in the financial services industry for over 20 years. She has a strong background in providing financial planning, portfolio management and other investment advisory services to a wide range of clients, including individuals, families, businesses and charitable organizations. Rebecca is a Certified Financial Planner™ and holds both Series 63 and 66 licenses.

Firm Information

Rebecca Neils 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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Rebecca Neils’s Registration & Firm History

CO

07/31/2024 - Present

Robertson Stephens (DENVER CO)

CO

08/14/2000 - 04/22/2024

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

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Licenses & Designations

BC

Issued 03/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/08/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca E Neils.
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