Morgan Stanley
47yrs
Top advisor by experience in Westport
25yrs
William Thrush
Financial advisor at Robertson Stephens
Based in Westport, Connecticut, William Thrush is a fiduciary financial advisor with 25 years of industry experience. William has been with Robertson Stephens since 2024; before that, William spent seven years at Hightower Advisors and ten years at Merrill. Robertson Stephens offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 406 advisors with offices in Westport, and one of 373 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
Office61 Jesup Road, Westport, CT 06880
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowRobertson StephensCurrent firm
- 2016 – 2024Hightower Advisors, LLCPreviously
- 2007 – 2016MerrillPreviously
- 2001 – 2007UBS Financial Services Inc.Previously
Contact William
(415) 500-6810Firm headquarters in San Francisco, CA. Ask for William. 61 Jesup RoadWestport, CT 06880Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask William
Tailored to William’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call Robertson Stephens at (415) 500-6810 and ask for William Thrush. William works from the Westport, CT office.
How long has William been a financial advisor?
William has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Robertson Stephens reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William 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.
Other advisors nearby
UBS Financial Services
46yrs
Top 1% by experience in Westport
RBC Capital Markets
46yrs
Top 1% by experience in Connecticut
Morgan Stanley
45yrs
Top 1% by experience in Westport
Wells Fargo Advisors
45yrs
Top 1% by experience in Westport
Coastal Bridge Advisors
44yrs
Top advisor by experience at Coastal Bridge Advisors