Michael
Roberts
Statheros Financial Solutions, Inc
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About this Advisor
Michael Roberts is a financial advisor based in San Jose, California, working with Statheros Financial Solutions, Inc. Michael has previously held positions at Pgr Solutions, LLC (Succeeded To Statheros Financial Solutions), Sunpower, and Statheros Financial Solutions, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Michael is part of Statheros Financial Solutions, Inc, which operates out of San Jose, California. The firm has 1 office and 15 employees. The firm manages assets totaling $705.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Statheros Financial Solutions, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Statheros Financial Solutions, Inc Brokerage Details
$705,224,308
15
1,294
$544,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Roberts Work History
Statheros Financial Solutions, Inc
Sunpower
Pgr Solutions, LLC (Succeeded To Statheros Financial Solutions)
Disclosures
Please visit the SEC profile of Michael 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
San Jose, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
San Jose, CA
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