David
Roberts
Statheros Financial Solutions, Inc
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About this Advisor
David Roberts is a financial advisor based in San Jose, California, working with Statheros Financial Solutions, Inc. David has previously held positions at Pgr Solutions, LLC (Succeeded To Statheros Financial Solutions) and Statheros Financial Solutions, Inc. David has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, David 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
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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
David Roberts Work History
Statheros Financial Solutions, Inc
Pgr Solutions, LLC (Succeeded To Statheros Financial Solutions)
Disclosures
Please visit the SEC profile of David 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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