Daniel Rozansky is a registered investment advisor, based in Menlo Park, CA, with 22 years of industry experience.
Location
1550 El Camino Real, Suite 250, Menlo Park, CA, 94025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an independent life insurance agent licensed in CA since 2004, dedicating minimal time to selling and administering life insurance policies. He also serves as an unpaid member of the Endowment Investment Committee for Peninsula JCC, spending minimal time discussing asset allocation and participating in meetings, and is a Registered Representative and Investment Adviser Representative with Robertson Stephens.
Employment History
Current Registrations
Robertson Stephens Capital Markets, LLCBroker
Robertson Stephens
Previous Registrations
Robertson Stephens Advisors
Robertson Stephens SecuritiesBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 states
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