Scott Roberts, financial advisor Lake Oswego OR

Scott Roberts

CRD Number: 4506090
Current Firm: Vergepointe Wealth Management, LLC

Scott Roberts (CRD# 4506090) is an Investment Advisor Representative working at Vergepointe Wealth Management, LLC in Lake Oswego, OR and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Vergepointe Wealth Management, LLC Lake Oswego, OR Sep 2009 - Current 14
Vergepointe LLP Lake Oswego, OR Sep 1995 - Current 28
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Scott J. Roberts
Phone Number: 503-684-0100
Firm Website: http://vergepointe.com/
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    228
    MILLIONS
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $1,262,115
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, OR, WA

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