Calvin
Roberts
Steward Partners Investment Advisory, LLC
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About this Advisor
Calvin Roberts is a financial advisor based in Lake Oswego, Oregon, working with Steward Partners Investment Advisory, LLC. Calvin has previously worked with Northwestern Mutual Investment Services LLC, Charlene Quaresma, Lewellyn Financial Management, Courthouse Athletic Club, Oregon State Univeristy - Cob, Oregon State University, Steward Partners Global Advosry LLC, Steward Partners Investment Solutions LLC, and Steward Partners Investment Advisory, LLC. Calvin has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Oregon and Texas. Currently, Calvin is part of Steward Partners Investment Advisory, LLC, which operates out of Lake Oswego, Oregon. The firm has 111 offices and 591 employees. Steward Partners Investment Advisory, LLC manages assets totaling $24.8 billion and serves charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$24,754,104,885
591
54,866
$451,174
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Calvin Roberts Work History
Steward Partners Investment Advisory, LLC
Steward Partners Global Advosry LLC
Steward Partners Investment Solutions LLC
Northwestern Mutual Investment Services LLC
Charlene Quaresma
Charlene Quaresma
Lewellyn Financial Management
Courthouse Athletic Club
Oregon State Univeristy - Cob
Oregon State University
Disclosures
Please visit the SEC profile of Calvin 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 Steward Partners Investment Advisory, LLC
Mequon, WI
New York, NY
Tigard, OR
Austin, TX
New York, NY
Bethesda, MD
New York, NY
Jasper, AL
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