Christopher Roberts, financial advisor Houston TX

Christopher Roberts

CRD Number: 6634180
Current Firm: Avidian Wealth Solutions, LLC

Christopher Roberts (CRD# 6634180) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Avidian Wealth Solutions F/k/a Sta Wealth Management, LLC Houston, TX Jun 2018 - Current 3
Sta Wealth Management, LLC Houston, TX Dec 2017 - May 2018 < 1
Unemployed Houston, TX Jun 2017 - Nov 2017 < 1
Hendrix College Conway, AR Aug 2013 - May 2017 3
Morgan Stanley Smith Barney Houston, TX May 2016 - Aug 2016 < 1
Morgan Stanley Smith Barney Houston, TX May 2015 - Aug 2015 < 1
Westside High School Houston, TX Aug 2009 - Jun 2013 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2018
Contact Info for Christopher A. Roberts
Phone Number: 281-822-8800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,607
    MILLIONS
  • Total Number of Accounts
    4,714
    ACCOUNTS
  • Average Account Value
    $552,973
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CO, FL, LA, MO, NY, OK, TX, VA

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