Daniel
Roberts
Linden Thomas Advisory Services, LLC
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About this Advisor
Daniel Roberts is a financial advisor based in Parrish, Florida, working with Linden Thomas Advisory Services, LLC. Daniel has previously held positions at Securitize Markets, LLC, Nationwide Securities, LLC, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Patten Training & Review LLC, Iur Securities LLC, Linden Thomas & Company Securities LLC, Linden Thomas Advisory Services, Rockefeller Financial LLC, Angel Island Capital Services, LLC, Carl Marks Securities, LLC, Robus Capital Partners LLC, Vistia Capital, LLC, People'S Securities, Inc, People'S United Advisors, Roberts Compliance Services, LLC, Barnabas Capital, LLC, Indexperts, LLC, Monmouth Capital Management, Aspida Investor Services, LLC, and Miura Capital, LLC. Daniel has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Daniel is part of Linden Thomas Advisory Services, LLC, which operates out of Parrish, Florida. The firm has 11 employees and manages assets totaling $1.4 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Linden Thomas Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Linden Thomas Advisory Services, LLC Brokerage Details
$1,369,636,810
11
6,532
$209,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Daniel Roberts Work History
Securitize Markets, LLC
Aspida Investor Services, LLC
Roberts Compliance Services, LLC
Indexperts, LLC
Vistia Capital, LLC
Iur Securities LLC
Linden Thomas & Company Securities LLC
Linden Thomas Advisory Services
Rockefeller Financial LLC
Miura Capital, LLC
Monmouth Capital Management
People'S Securities, Inc
People'S United Advisors
Barnabas Capital, LLC
Carl Marks Securities, LLC
Robus Capital Partners LLC
Patten Training & Review LLC
Angel Island Capital Services, LLC
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
Nationwide Securities, LLC
Disclosures
Please visit the SEC profile of Daniel 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 Linden Thomas Advisory Services, LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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