Allan R. Lerner
Professional summary
Allan Ronald Lerner is a registered financial advisor currently at CHILTON CAPITAL MANAGEMENT LLC located in Houston, Texas and ROBERTSON STEPHENS located in Bozeman, Montana.
Allan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Allan has worked at 9 firms and has passed the Series 65, Series 63, PC, Series 1, Series 28, Series 8 and Series 00 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Allan Ronald Lerner's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 11, 2003 - Present
CHILTON CAPITAL MANAGEMENT LLC
Office #1: 1300 Post Oak Blvd. Suite 1310, Houston, TX 77056February 1, 2021 - Present
ROBERTSON STEPHENS
June 15, 2018 - February 1, 2021
COLLABORATION CAPITAL LLC
June 28, 2011 - December 18, 2012
CHILTON CAPITAL MANAGEMENT ADVISORS INC.
June 11, 2002 - December 31, 2002
CHILTON CAPITAL MANAGEMENT LLC
April 1, 1999 - May 3, 2004
USF SECURITIES, L.P.
February 20, 1991 - May 5, 1999
TRENDALYSIS SECURITIES, INC.
August 12, 1974 - December 5, 1990
ROTAN MOSLE INC.
October 31, 1972 - November 24, 1974
LADIN INVESTMENT CORPORATION
September 23, 1970 - November 30, 1972
FIRST OF TEXAS, INCORPORATED
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
(2/11/2021)
(2/11/2003)
Exams
PC
Date: 9/6/1977
AMEX Put and Call ExamSeries 1
Date: 9/11/1970
Registered Representative ExaminationSeries 28
Date: 2/20/1991
Introducing Broker/Dealer Financial Operations Principal ExaminationSeries 8
Date: 10/30/1989
General Securities Sales Supervisor Examination (Options Module & General Module)Series 00
Date: 1/25/1974
General Securities Principal ExaminationCurrent 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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