Morgan Stanley
47yrs
Top advisor by experience in New York
5yrs
Stuart Katz
Financial advisor at Robertson Stephens
Stuart Katz has worked in the financial industry for 5 years and is a financial advisor based in New York, New York. Stuart joined Robertson Stephens in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Robertson Stephens reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office810 Seventh Avenue Suite 615, New York, NY 10019
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3.18 million
Advisors at the firm73
States licensed ?1 state
Services through Robertson Stephens
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowRobertson StephensCurrent firm
Contact Stuart
Local office(917) 905-6901Ask for Stuart. (415) 500-6810Main office · San Francisco, CA 810 Seventh Avenue Suite 615New York, NY 10019Office · Get directions
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Questions to ask Stuart
Tailored to Stuart’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stuart
How do I contact Stuart?
Call Stuart’s local office at (917) 905-6901 or the Robertson Stephens main office at (415) 500-6810, and ask for Stuart Katz.
How long has Stuart been a financial advisor?
Stuart has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Stuart hold?
No exams are listed on the official record.
Is Stuart a fiduciary?
Stuart is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Stuart paid?
Robertson Stephens reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stuart for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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