Brian Roberts, financial advisor Menlo Park CA

Brian Roberts

CRD Number: 4458697
Current Firm: Roberts Wealth Advisors, LLC

Brian Roberts (CRD# 4458697) is an Investment Advisor Representative working at Roberts Wealth Advisors, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Roberts Wealth Advisors, LLC Menlo Park, CA Nov 2020 - Current 3
Nelson Roberts Investment Advisors, LLC Menlo Park, CA Feb 2004 - Oct 2020 16

Brian Roberts has no recent exams reported.
Contact Info for Brian P. Roberts
Phone Number: 650-240-2410
Registered State(s):
  • CA
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $833,987
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX, UT, WA

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