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.

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

May 1, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Jul 8, 2002

First registration

Jul 15, 2002

Dual registered

no

Other names

REBECCA E ST CLAIR|REBECCA ELIZABETH ST.CLAIR|Rebecca Elizabeth Neils|Rebecca Elizabeth Neils|REBECCA ELIZABETH STCLAIR|BECKY NEILS

IAPD individual key

4187848

• Occurred

  Aug 28, 2024
  Advisor changed firm

  Rebecca E Neils left Ratio Wealth Group Llc for Robertson Stephens (registered 2024-07-30)

  Form ADVobserved 5 days ago
• Occurred

  Apr 22, 2024
  Advisor changed firm

  Rebecca E Neils left Schwab Wealth Advisory, Inc. for Ratio Wealth Group Llc (registered 2024-04-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b2fedb8c-83d2-b3d2-a027-13272ac04871

First observed

Jul 15, 2002

Last observed

Sep 15, 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.