South Kingstown, RI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Robertson Stephens
Multi-team
Firm-wide stats for Robertson Stephens
Clients per advisor
29 Very LowAvg AUM per client
$3,177,547 Very HighHNW client ratio
56% Very HighAbout
Robertson Stephens provides investment advisory services to individuals (including high‑net‑worth clients), families, trusts, family and multi‑family offices, charitable organizations, and retirement and profit‑sharing plans, offering discretionary and non‑discretionary portfolio management, investment and pension consulting, model portfolios, and a suite of planning services including tax and estate planning. The brochure reports $8.76 billion in assets under management as of December 31, 2025, and notes the firm has been registered with the SEC since 2017.
Advisors develop individualized asset allocation plans and investment policy statements and implement them using in‑house model portfolios, third‑party money managers and sub‑advisors; the Robertson Stephens Investment Office and Investment Committee oversee model construction, manager due diligence and capital market assumptions. The firm’s stated investment toolkit includes equities, fixed income, mutual funds, ETFs, options and private funds (including hedge and private equity), and it will consider ESG integration or exclusions on a case‑by‑case basis upon client request.
Distinctive aspects disclosed in the brochure include the firm’s presentation of predecessor performance in its materials, an uncommon practice among enterprise advisers, and its ownership and affiliation structure—majority ownership by Long Arc‑affiliated investment funds and the potential to recommend Long Arc Funds—which the brochure identifies as a source of conflicts of interest. The brochure also highlights additional referral and product relationships (including tax compliance and management services, an affiliated insurance agency, and an affiliated broker‑dealer), and explains operational practices such as direct fee debit and standing letters of authorization that can result in the firm being deemed to have custody.
Based on Robertson Stephens
Location
50 South County Commons Way, Unit E6
South Kingstown RI 02879
Advisors at this office
3
Advisors at this office
Megan G
Series 63, Series 65
South Kingstown, RI
Robertson Stephens
Megan Grandmaison is a financial advisor with Robertson Stephens, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Hightower Advisors and Hightower Securities for seven years and has also held roles outside finance, including at APB Vape LLC and The Ocean House. Robertson Stephens provides investment advisory services to individuals, families, trusts, and institutional clients, offering portfolio management, consulting, and planning services. The firm manages $8.76 billion in assets and employs a comprehensive investment approach overseen by an internal committee.
Carol N
Series 63, Series 65
South Kingstown, RI
Robertson Stephens
Carol Nulman is a financial advisor at Robertson Stephens with Series 63 and Series 65 licenses and 43 years of industry experience. She previously worked at Hightower Advisors and Hightower Securities for ten years before joining Robertson Stephens in 2025. Outside of her advisory role, she serves as a trustee for various trusts and a private family foundation and is involved in managing sports-related investments, including ownership interests in U.S. baseball teams and sports rights in Cuba. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines advisor-driven advice with centralized model portfolios and oversight, managing over $7 billion in client assets as of the end of 2024.
Hunter N
CFA®, Series 63
South KIngstown, RI
Robertson Stephens
Hunter Norte is a CFA® charterholder with 15 years of industry experience. He is currently a Vice President and Portfolio Manager at Robertson Stephens Wealth Management, LLC and Robertson Stephens Capital Markets, LLC, having joined the firm in 2025. His prior roles include positions at Goldman Sachs and Hightower. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm manages discretionary and non-discretionary portfolios using a variety of investment vehicles and employs a structured approach with oversight from an internal Investment Office and Committee.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)