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Financial ADVSR advisor directory · SEC adviser records

Roberts Wealth Advisors, LLC financial advisors in Menlo Park, CA

Every SEC-registered investment adviser representative at a Roberts Wealth Advisors, LLC office in Menlo Park, A to Z.

The short answer

3 registered advisors work at Roberts Wealth Advisors, LLC in Menlo Park, out of 3 at the firm nationwide; it ranks number 17 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Roberts Wealth Advisors, LLC advisors in Menlo Park, A to Z

Every Roberts Wealth Advisors, LLC advisor →

Roberts Wealth Advisors, LLC advisors in every city and state →Roberts Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Menlo Park

All Menlo Park advisors →

Morgan Stanley 184Robinhood Asset Management 64Charles Schwab & Co., Inc. 34Focus Partners Wealth, LLC 19Corient 15Citizens Securities, Inc. 13J.P. Morgan Securities LLC 7Sage Rhino Capital LLC 7Svb Wealth 5Ameriprise Financial Services, LLC 4Cresset Asset Management, LLC 4Galileo Planning Group, Inc. 4

Questions

How many financial advisors does Roberts Wealth Advisors, LLC have in Menlo Park?

3 investment adviser representatives are registered at Roberts Wealth Advisors, LLC offices in Menlo Park, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Roberts Wealth Advisors, LLC one of the largest advisor employers in Menlo Park?

Roberts Wealth Advisors, LLC ranks number 17 in Menlo Park by registered advisors; Morgan Stanley has the most, with 184.

How do I check a Roberts Wealth Advisors, LLC advisor in Menlo Park?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Roberts Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.