David
Roberts
Statheros Financial Solutions, Inc
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About this Advisor
David Roberts is a financial advisor operating out of San Jose, California who has 4 years of industry experience. Roberts is an advisor for Statheros Financial Solutions, Inc. During their career, the advisor has held roles at Pgr Solutions, LLC (Succeeded To Statheros Financial Solutions) and Statheros Financial Solutions, Inc. Roberts maintains a Series 63 license, certifying them as a securities broker, and is approved to serve investors in California. Statheros Financial Solutions, Inc is a registered investment business that has its headquarters in El Dorado Hills, CA. It has a total of 15 financial advisors. It controls $578 million in total assets among its 1,223 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,223 client accounts, 19% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Statheros Financial Solutions, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Statheros Financial Solutions, Inc Brokerage Details
$578,058,999
15
1,223
$472,657
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Roberts Work History
David has been registered as a financial advisor for 4 years.*
Statheros Financial Solutions, Inc
Pgr Solutions, LLC (Succeeded To Statheros Financial Solutions)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Statheros Financial Solutions, Inc
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
San Jose, CA
El Dorado Hills, CA
El Dorado Hills, CA
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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