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Shareholder · Steward Advisors Group, LLC

Roberta S. Dallas

CRD 7558042 · Named on Form ADV at one SEC-registered adviser

At a glance

Steward Advisors Group, LLC, an SEC-registered wealth manager based in Halfmoon, NY with $105 million in regulatory assets, lists Roberta S. Dallas on its Form ADV as Shareholder.

Firms and roles

AtlasMembers

Roberta’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Donald E. SimmonsChief Executive Officer and Investment Advisor Representative, Steward Advisors Group, LLC
  • Jansen W. HeinChief Compliance Officer and Chief Operating Officer, Steward Advisors Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Roberta’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.