Managing Member, Chief Investment Officer · Ironsides Asset Advisors, LLC
Mark E. Roberts
CRD 2229420 · Named on Form ADV at one SEC-registered adviser
At a glance
Ironsides Asset Advisors, LLC, an SEC-registered wealth manager based in Rocky Mount, NC with $1.4 billion in regulatory assets, lists Mark E. Roberts on its Form ADV as Managing Member, Chief Investment Officer, a control person.
Firms and roles
- Ironsides Asset Advisors, LLCManaging Member, Chief Investment OfficerWealth manager · Rocky Mount, NC · $1.4B in regulatory assets
AtlasMembers
Mark’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Emmett W. GibsonManaging Member, Chief Compliance Officer, Ironsides Asset Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.