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BK

Becky B. Kuang

ROBERTSON STEPHENS
SAN FRANCISCO, CA 94105-2442
Some features on this profile are disabled
CRD#: 4469815
BK
Becky Biru KuangROBERTSON STEPHENS

Professional summary

Becky Biru Kuang is a registered financial advisor currently at ROBERTSON STEPHENS located in San Francisco, California and ROBERTSON STEPHENS CAPITAL MARKETS, LLC located in San Francisco, California.

Becky is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Becky has worked at 5 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) Robertson Stephens Wealth Management, LLC, Yes, 455 Market Street, Ste 1450, SF, CA 94105, Affiliated RIA, Advisor, July 2026, 152, 123, Advisor 2.) Robertson Stephens Capital Markets, LLC, Yes, 455 Market Street, Ste 1450, SF, CA 94105, Broker Dealer, Registered Representative, July 2026, 8, 8, Registered Representative

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Becky Biru Kuang's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 21, 2026 - Present

ROBERTSON STEPHENS

Office #1: 455 Market Street Ste. 1450, San Francisco, CA 94105-2442
RIA
CRD#: 289977
SAN FRANCISCO, CA
Current

July 22, 2026 - Present

ROBERTSON STEPHENS CAPITAL MARKETS, LLC

Office #1: 455 Market Street Ste. 1450, San Francisco, CA 94105-2442Office #2: 455 Market Street Ste. 1450, San Francisco, CA 94105-2442
BD
CRD#: 290635
SAN FRANCISCO, CA
Past

May 28, 2024 - January 12, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
San Francisco, CA
Past

September 29, 2023 - January 12, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
San Francisco, CA
Past

December 9, 2011 - January 14, 2025

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA
CRD#: 108559
San Francisco, CA
Past

October 6, 2011 - September 29, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
San Francisco, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RS
ROBERTSON STEPHENS
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

CRD#: 289977 / SEC#: 801-111814

RIA
Registered Investment Advisory firm - (10/11/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
California
(7/21/2026)
RR
California
(7/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/8/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/5/2011
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RS
ROBERTSON STEPHENS
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

CRD#: 289977 / SEC#: 801-111814

RIA
Registered Investment Advisory firm - (10/11/2017 Approved)
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Contact information

Main Address
455 Market Street Ste. 1450, San Francisco, CA 94105-2442
Mailing Address
Phone number
(415) 500-6810
Established
Firm type
Fiscal year end
# of Employees
113

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ROBERTSON STEPHENS ADV PART 2A BROCHURE (6/30/2025)

Regulatory assets under management

Total Number of Accounts7,419
AUM (Assets Under Management)$ 7,139,384,497

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ROBERTSON STEPHENS

CRD#: 289977San Francisco, CA 94105-2442

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