Mallon Fitzpatrick
Investment Adviser Representative at Robertson Stephens
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mallon FitzPatrick is an investment adviser representative with Robertson Stephens in New York, NY, where they have been registered since 2021, the year they entered the securities industry. They are registered to provide investment advice in New York.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Robertson Stephens Wealth Management, LLCJul 2020 – no end date reportedNew York, NY
- Safran Wealth AdvisorsOct 2018 – Jul 2020New York, NY
- Garden Street Advisors, LLCFeb 2018 – Feb 2019New York, NY
- UnemployedJun 2016 – Jan 2018New York, NY
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
Client types the firm serves
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 profileOther advisors at Robertson Stephens
Showing 12 of 69 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mallon Fitzpatrick 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.
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