Shawn Roberts, financial advisor Glen Ellyn IL

Shawn Roberts

CRD Number: 3272639
Current Firm: Smr Strategic Investments, LLC

Shawn Roberts (CRD# 3272639) is an Investment Advisor Representative working at Smr Strategic Investments, LLC in Glen Ellyn, IL and has over 21 years of experience in the finance industry. Shawn Roberts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Smr Strategic Investments, LLC Glen Ellen, IL Mar 2022 - Current 1
Smr Crescent LLC Glen Ellyn, IL Aug 2018 - Mar 2022 3
Shawn M. Roberts Trading Company Glen Ellyn, IL Jan 2011 - Nov 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Shawn M. Roberts
Phone Number: (402) 578-7917
Registered State(s):
  • IL
Current Firm Details
Smr Strategic Investments, LLC
Firm's CRD Number: 319433
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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