Julie Steinman is a CFP-designated registered investment advisor, based in Ketchum, ID, with 38 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold.
Location
675 Sun Valley Road, Ketchum, ID, 83340
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie is a registered representative with Robertson Stephens Capital Markets, spending minimal time on this activity. She is also a Managing Director/Investment Adviser Representative with Robertson Stephens Wealth Management, LLC, dedicating nearly all of her time to this role.
Employment History
Current Registrations
Robertson Stephens Capital Markets, LLC
Robertson Stephens Capital Markets, LLCBroker
Robertson Stephens
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
A. G. Edwards & Sons, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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