David Roberts, financial advisor Ann Arbor MI

David Roberts

CRD Number: 4678268
Current Firm: Sage Hill Capital

David Roberts (CRD# 4678268) is an Investment Advisor Representative working at Sage Hill Capital in Ann Arbor, MI and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Sage Hill Capital Ann Arbor, MI Apr 2011 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2010
S66 NASAA Uniform Combined State Law Examination May 2004
Contact Info for David L. Roberts
Phone Number: 888-988-5623
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    153
    MILLIONS
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $526,045
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI, TX

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