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BP

Brian W. Post

ROBERTSON STEPHENS
Boise, ID 83702
Some features on this profile are disabled
CRD#: 4549520
BP

Professional summary

Brian William Post is a registered financial advisor currently at ROBERTSON STEPHENS located in Boise, Idaho and ROBERTSON STEPHENS CAPITAL MARKETS, LLC located in Boise, Idaho.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Brian has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 86, Series 87 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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)THE LEARNING LAB; 308 E 36TH ST. GARDEN CITY, ID 83714; NOT FOR PROFIT LEARNING CENTER PROMOTING LITERACY FOR LOCAL CHILDREN AND ADULTS.; START: 6/1/15;BOARD OF DIRECTORS;NON-PAID, VOLUNTEER DIRECTOR. ATTEND MEETINGS 12X/YEAR TO DIRECT GENERAL OPERATIONS OF THE ORGANIZATION. ATTEND SPECIAL EVENTS. VOLUNTEER TUTOR, PARTICIPATE IN FUNDRAISING CAMPAIGNS.; HOURS PER MONTH: 8. HOURS DURING TRADING HOURS: 0. (2)ROBERTSON STEPHENS CAPITAL MARKETS; 675 SUN VALLEY RD, KETCHUM, ID 83440; BROKER DEALER; START: 10/22/2019; REGISTERED REPRESENTATIVE; 1% OF TIME SPENT, NOT CURRENTLY SERVICING BROKERAGE CLIENTS (3)ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC; 675 SUN VALLEY RD, KETCHUM, ID 83440; RIA; START 5/31/2019; MANAGING DIRECTOR/INVESTMENT ADVISER REPRESENTATIVE; 99% OF TIME SPENT, 8 HRS PER DAY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian William Post'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

May 31, 2019 - Present

ROBERTSON STEPHENS

Office #1: 1101 W. River Street Suite 360, Boise, ID 83702
RIA
CRD#: 289977
Boise, ID
Current

October 22, 2019 - Present

ROBERTSON STEPHENS CAPITAL MARKETS, LLC

Office #1: 1101 W. River Street Suite 360, Boise, ID 83702
BD
CRD#: 290635
Boise, ID
Past

July 24, 2013 - June 12, 2019

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
EAGLE, ID
Past

July 24, 2013 - June 12, 2019

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
EAGLE, ID
Past

April 13, 2010 - July 11, 2013

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

October 26, 2006 - August 20, 2007

TRANCEKA CAPITAL, LLC

BD
CRD#: 118028
SEATTLE, WA
Past

October 11, 2005 - October 25, 2006

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, 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

RR
California
(6/17/2021)
IAR
Idaho
(5/31/2019)
RR
Idaho
(10/24/2019)
IAR
Texas
(5/31/2019)
RR
Washington
(7/6/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/26/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 86
Date: 6/7/2010
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 5/10/2010
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 4/12/2010
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 289977Boise, ID 83702

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