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Managing Director · Aberdeen Wealth Management LLC

Roberta B. Ferguson

CRD 4358311 · Named on Form ADV at one SEC-registered adviser

At a glance

Aberdeen Wealth Management LLC, an SEC-registered wealth manager based in Lake Bluff, IL with $699 million in regulatory assets, lists Roberta B. Ferguson on its Form ADV as Managing Director, a control person.

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
1 firmLocked
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

  • Kevin P. ScullionChief Compliance Officer/managing Director, Aberdeen Wealth Management 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.