Patrick Roberts, financial advisor Indianapolis IN
88 score

Patrick Roberts

CRD Number: 6359909
Current Firm: Market Street Wealth Management Advisors, LLC

Patrick Roberts (CRD# 6359909) is an Investment Advisor Representative working at Market Street Wealth Management Advisors, LLC in Indianapolis, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Market Street Wealth Management Advisors, LLC Indianapolis, IN Oct 2015 - Current 1
State Of Indiana Indianapolis, IN Aug 2015 - Sep 2015 < 1
Veros Partners, Inc. Indianapolis, IN Aug 2008 - Jul 2015 6
Unemployed Indianapolis, IN May 2008 - Aug 2008 < 1
Franklin College Indianapolis, IN Sep 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Patrick K. Roberts
Phone Number: 317-860-1078
Firm Website:
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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