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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

ZACHARY WILSON PERRY

Advisor at ROBERTSON STEPHENS

SAN FRANCISCO, CA | Larkspur, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f4ddf1d-19af-eb63-54e7-19a98aee228f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 9, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROBERTSON STEPHENS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: May 9, 2014
Dual registered: no
Other names: ZACHARY PERRY|ZACK PERRY
IAPD individual key: 2683721

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROBERTSON STEPHENS	Independent wealth	Mar 3, 2020	n/a	yes	SAN FRANCISCO, CA\|Larkspur, CA	Current employment
SEAPLANE PARTNERS, LLC	Former SEC adviser	Dec 7, 2017	Mar 17, 2020	no	Corte Madera, CA\|Mill Valley, CA	Previous registration
VINE STREET WEALTH MANAGEMENT, LLC	Former SEC adviser	May 9, 2014	Mar 17, 2020	no	CORTE MADERA, CA\|LARKSPUR, CA\|Corte Madera, CA\|Mill Valley, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VINE STREET WEALTH MANAGEMENT, LLC	SEAPLANE PARTNERS, LLC	Mar 17, 2020	Dec 7, 2017	-831	Firm change after gap	Other
SEAPLANE PARTNERS, LLC	ROBERTSON STEPHENS	Mar 17, 2020	Mar 3, 2020	-14	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
170748:289789:CA:2020-03-17	Mar 17, 2020	Dec 7, 2017	MILL VALLEY, CA	Firm change after gap

Relationships

Registered with (3)

→ ROBERTSON STEPHENSRegistered adviserregistration: current employment
Mar 3, 2020 to presentfactForm ADV
→ VINE STREET WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 9, 2014 to Mar 17, 2020factForm ADV
→ SEAPLANE PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 7, 2017 to Mar 17, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f4ddf1d-19af-eb63-54e7-19a98aee228f
First observed: May 9, 2014
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ZACHARY WILSON PERRY

Advisor at ROBERTSON STEPHENS

SAN FRANCISCO, CA | Larkspur, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f4ddf1d-19af-eb63-54e7-19a98aee228f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ROBERTSON STEPHENS

Independent wealth

Mar 3, 2020

n/a

yes

SAN FRANCISCO, CA|Larkspur, CA

Current employment

SEAPLANE PARTNERS, LLC

Former SEC adviser

Dec 7, 2017

Mar 17, 2020

Corte Madera, CA|Mill Valley, CA

Previous registration

VINE STREET WEALTH MANAGEMENT, LLC

Former SEC adviser

May 9, 2014

Mar 17, 2020

CORTE MADERA, CA|LARKSPUR, CA|Corte Madera, CA|Mill Valley, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

VINE STREET WEALTH MANAGEMENT, LLC

SEAPLANE PARTNERS, LLC

Mar 17, 2020

Dec 7, 2017

-831

Firm change after gap

Other

SEAPLANE PARTNERS, LLC

ROBERTSON STEPHENS

Mar 17, 2020

Mar 3, 2020

-14

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

170748:289789:CA:2020-03-17

Mar 17, 2020

Dec 7, 2017

MILL VALLEY, CA

Firm change after gap