BP
Brian Patrick Roberts
CRD 4458697
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Roberts Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Roberts Wealth Advisors, Llc
Managing Member & Chief Compliance Officer · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗