Daniel
Roberts
Stratos Wealth Advisors LLC
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About this Advisor
Daniel Roberts is a financial advisor based in Reno, Nevada, working with Stratos Wealth Advisors LLC. Daniel has previously held positions at Stratos Wealth Advisors, LLC and RBC Capital Markets Corporation. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Nevada and Texas. Currently, Daniel is part of Stratos Wealth Advisors LLC, which operates out of Reno, Nevada. The firm has 31 offices and 99 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stratos Wealth Advisors LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stratos Wealth Advisors LLC Brokerage Details
$4,214,850,042
99
12,529
$336,408
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Roberts Work History
Stratos Wealth Advisors, LLC
Rbc Capital Markets Corporation
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 Stratos Wealth Advisors LLC
Northbrook, IL
Rockland, MA
Dublin, OH
Rochester, NY
San Diego, CA
Myrtle Beach, SC
Beachwood, OH
Brentwood, TN
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