Pamela H. Friedman
Professional summary
Pamela Heidi Friedman, CFP®, who also goes by Pam Heidi Friedman, is a registered financial advisor currently at ROBERTSON STEPHENS located in Austin, Texas.
Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Pamela has worked at 7 firms and has passed the Series 7 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Pamela Heidi Friedman's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
April 1, 2020 - Present
ROBERTSON STEPHENS
Office #1: 1308 Navasota Street, Austin, TX 78702February 6, 2013 - March 24, 2020
SILICON HILLS WEALTH MANAGEMENT
December 11, 2012 - February 7, 2013
CAPITAL ANALYSTS
October 2, 2012 - February 7, 2013
LINCOLN INVESTMENT
June 1, 2012 - February 7, 2013
LINCOLN INVESTMENT
February 7, 2012 - June 1, 2012
CINCINNATI ANALYSTS, INC.
November 15, 2010 - January 3, 2012
AUSTIN ASSET
February 17, 1998 - November 24, 1998
CIBC WORLD MARKETS CORP.
Primary Firm SEC Registration
ROBERTSON STEPHENS
CRD#: 289977 / SEC#: 801-111814
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/1/2020)
Exams
Current Firm
ROBERTSON STEPHENS
CRD#: 289977 / SEC#: 801-111814
Contact information
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,419 |
| AUM (Assets Under Management) | $ 7,139,384,497 |
Red Flags
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