Gregory
Roberto
Everhart Advisors
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About this Advisor
Gregory Roberto is a financial advisor operating out of Miamisburg, Ohio. Roberto works at Everhart Advisors. Roberto has gained experience at Ross, Sinclaire & Associates, LLC, The Connor Group, Exel, Inc, Foreside Fund Services, LLC and Everhart Advisors. Roberto has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Ohio. Everhart Advisors is a financial advisory company that has its headquarters in Dublin, OH. The firm has offices in two locations and a total of 45 employees. It oversees $1 billion in assets under management between its 4,100 client accounts, making it one of the bigger firms in the country by assets under management. Of its 4,100 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. Everhart Advisors performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which services are provided. Fee types billed by Everhart Advisors likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Everhart Advisors Brokerage Details
$1,084,743,953
45
4,100
$264,572
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Gregory Roberto Work History
Gregory has been registered as a financial advisor for 0 years.*
Everhart Advisors
Foreside Fund Services, LLC
Ross, Sinclaire & Associates, LLC
The Connor Group
Exel, Inc
*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 Gregory Roberto 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 Everhart Advisors
Miamisburg, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
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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