Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thrush is a Managing Director and Investment Advisor Representative at Robertson Stephens Wealth Management, LLC. William has been in the financial services industry for over 20 years. He is a licensed insurance agent. William holds the Series 7, Series 31 and Series 66 licenses as well as the SIE exam. Prior to joining Robertson Stephens, William was a financial advisor at HighTower Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William specializes in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
03/14/2024 - Present
Robertson Stephens (SAN FRANCISCO CA)
CT
10/17/2016 - 02/29/2024
HIGHTOWER SECURITIES, LLC (Westport CT)
CT
01/12/2007 - 10/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWICH CT)
CT
10/09/2001 - 01/23/2007
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
BOTH
Issued 10/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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