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Keith Larkin

Investment Adviser Representative at Robertson Stephens

San Francisco, CACRD #3029072Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Keith Larkin is an investment adviser representative with Robertson Stephens in San Francisco, CA, where they have been registered since 2021. They have worked in the securities industry since 1999 and have been registered with 5 firms, including Wells Fargo Clearing Services, LLC and Deutsche BANK Securities Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.

Office

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

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
1 state or territory

California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/23/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 5/8/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/13/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/13/1998

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Robertson StephensCurrent
12/1/2021 – San Francisco, CA
Wells Fargo Clearing Services, LLC
9/18/2013 – 12/10/2021San Francisco, CA
Deutsche BANK Securities Inc.
10/11/2006 – 9/24/2013San Francisco, CA
Neuberger Berman, LLC
2/18/2003 – 10/10/2006San Francisco, CA
Rochdale Investment Management
6/12/2001 – 1/21/2003San Francisco, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wells Fargo Advisors, LLC
    Sep 2013 – Nov 2016San Francisco, CA
  2. Wells Fargo Clearing Services, LLC
    Nov 2016 – Nov 2021San Francisco, CA
  3. Robertson Stephens Capital Markets, LLC
    Nov 2021 – no end date reportedSan Francisco, CA
  4. Robertson Stephens Wealth Management, LLC
    Nov 2021 – no end date reportedSan Francisco, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Robertson Stephens

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
69
Offices listed on AdvisorFinder:
17
Main office:
San Francisco, CA
SEC file number:
801-111814

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 4, 2026

View full firm profile

Other advisors at Robertson Stephens

Showing 12 of 69 in the directory

View Robertson Stephens firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keith Larkin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Keith Larkin (Robertson Stephens) - Fees & Credentials