Smr Strategic Investments, LLC

Smr Strategic Investments, LLC (CRD# 319433) is a financial advisory firm headquartered in , . They manage $4,000,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $210,526
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
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Smr Strategic Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shawn Roberts, financial advisor Glen Ellyn IL
Shawn M. Roberts
CRD#: 3272639
Glen Ellyn, IL

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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