HUNTER NORTE
ROBERTSON STEPHENS | Portfolio Manager
South KIngstown, RI 02879
Some features on this profile are disabled
CRD#: 5818246
Professional summary
HUNTER NORTE is a registered financial advisor currently at ROBERTSON STEPHENS located in South Kingstown, Rhode Island and ROBERTSON STEPHENS CAPITAL MARKETS, LLC located in South Kingstown, Rhode Island.
HUNTER is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. HUNTER has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
Hunter Norte is the Portfolio Manager for The Nulman Group. He specializes in security analysis, portfolio construction, risk management, and trading. He has wide ranging experience in global capital markets. Hunter’s career began at Wells Fargo in credit markets through the Global Financial Crisis. From there, he moved to New York City for a decade on the trading floors of Nomura Securities and Goldman Sachs. Prior to joining The Nulman Group, he spent a year as an analyst building a hedge fund focused on under-researched areas of the market.
Hunter graduated from Trinity College with a Bachelor of Science in Economics and a Minor in Models & Data. At Trinity, he was a member and multi-season captain of both the Cross Country and Track & Field teams. He holds his General Securities Representative License (Series 7), Uniform Securities Agent State Law Exam (Series 63) and the Chartered Financial Analyst (CFA) designation.
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.) Robertson Stephens Wealth Management, LLC; Yes; 455 Market St Ste 1450, San Francisco, CA 94105; Affiliated RIA; Vice President, Portfolio Manager; October 2025; 165; 132; Portfolio Management 2.) Robertson Stephens Capital Markets, LLC; Yes; 455 Market St Ste 1450, San Francisco, CA 94105; Broker Dealer; Vice President, Portfolio Manager; October 2025; 9; 9; Portfolio Management
CRS (Client Relationship Summary) - RIA
Click below to view HUNTER NORTE's 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®
NoneExperience
Current
October 8, 2025 - Present
ROBERTSON STEPHENS
Office #1: 50 South County Commons Way, Unit E6, South Kingstown, RI 02879RIA
CRD#: 289977
South KIngstown, RI
Current
October 9, 2025 - Present
ROBERTSON STEPHENS CAPITAL MARKETS, LLC
Office #1: 50 South County Commons Way E6, South Kingstown, RI 02879BD
CRD#: 290635
South Kingstown, RI
Past
February 11, 2022 - September 30, 2025
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
South Kingstown, RI
Past
February 8, 2022 - September 30, 2025
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
CHICAGO, IL
Past
June 16, 2016 - March 31, 2021
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Past
August 18, 2010 - June 14, 2016
NOMURA SECURITIES INTERNATIONAL, INC.
BD
CRD#: 4297
NEW YORK, NY
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
Rhode Island(10/8/2025)
RR
Rhode Island(10/9/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
Regulatory assets under management
| Total Number of Accounts | 7,419 |
| 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
Portfolio ManagerCRD#: 289977South Kingstown, RI 02879TRUST BUT VERIFY
Monitor HUNTER NORTE
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
