Annelise Bovet

ROBERTSON STEPHENS

HOUSTON, TX 77098

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CRD#: 6553252

Professional summary

Annelise Bovet, CFP® is a registered financial advisor currently at ROBERTSON STEPHENS located in Houston, Texas.

Annelise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Annelise has worked at 4 firms and has passed the Series 65 exam.

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.

I am a licensed Notary Public. Start date: 6/9/2020. I devote 1% of my time to this activity, none during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Annelise Bovet'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®

CFP^®

Certified Financial Planner

Experience

Current

January 29, 2021 - Present

ROBERTSON STEPHENS

Office #1: 3131 Eastside Street Suite 105, Houston, TX 77098

RIA

CRD#: 289977

HOUSTON, TX

Past

May 1, 2018 - February 2, 2021

COLLABORATION CAPITAL LLC

RIA

CRD#: 289777

HOUSTON, TX

Past

January 5, 2017 - September 25, 2017

PERIGON WEALTH MANAGEMENT, LLC

RIA

CRD#: 131037

HOUSTON, TX

Past

October 2, 2015 - November 14, 2016

CHILTON CAPITAL MANAGEMENT LLC

RIA

CRD#: 104592

GENEVA,

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".

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.

Highlighted states indicate IAR registrations

IAR

Texas
(1/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/2/2015

Uniform Investment Adviser Law Examination

Current Firm

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 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.

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Annelise Bovet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Annelise Bovet's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBERTSON STEPHENS

COLLABORATION CAPITAL LLC

PERIGON WEALTH MANAGEMENT, LLC

CHILTON CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

ROBERTSON STEPHENS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/2015

Current Firm

ROBERTSON STEPHENS

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROBERTSON STEPHENS

TRUST BUT VERIFY

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