Daphne Roberson, financial advisor Bristol CT

Daphne Roberson

CRD Number: 6618543
Current Firm: William Joseph Capital Management,llc

Daphne Roberson (CRD# 6618543) is an Investment Advisor Representative working at William Joseph Capital Management,llc in Bristol, CT and has over 3 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
William Joseph Capital Management LLC Bristol, CT Sep 2017 - Current 4
Roberson Tierney & Assoc., LLC New Hartford, CT Apr 2008 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2018
Contact Info for Daphne L. Roberson
Phone Number: 860.973.3214
Registered State(s):
  • CT
  • MA
By the Numbers
  • Total Assets Under Management
    114
    MILLIONS
  • Total Number of Accounts
    888
    ACCOUNTS
  • Average Account Value
    $128,590
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, GA

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