BP
CFA
BP
CFA

Brian Post

17 Years of Experience
San Francisco, CA
Broker

Brian Post is a CFA-designated registered investment advisor, based in San Francisco, CA, with 17 years of industry experience.

Location

455 Market Street, Ste. 1450, San Francisco, CA, 94105-2442

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian is on the board of directors for The Learning Lab, a non-profit literacy center, dedicating a few hours per week. He also works as a Registered Representative for Robertson Stephens Capital Markets (minimal time) and as a Managing Director/Investment Adviser Representative for Robertson Stephens Wealth Management, LLC (nearly full-time).

Employment History
Current Registrations
Robertson Stephens Capital Markets, LLCBroker
October 2019 - Present · 6 yrs 6 mos
Robertson Stephens
May 2019 - Present · 6 yrs 11 mos
Previous Registrations
RBC Capital Markets, LLCBroker
July 2013 - June 2019 · 5 yrs 11 mos
RBC Capital Markets, LLC
July 2013 - June 2019 · 5 yrs 11 mos
Roth Capital Partners, LLCBroker
April 2010 - July 2013 · 3 yrs 3 mos
Broadmark Capital, LLCBroker
October 2006 - August 2007 · 10 mos
Roth Capital Partners, LLCBroker
October 2005 - October 2006 · 1 yr
State Registrations4 states
CAIDTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.