AdvisorOS Directory
Claim Profile
AR

Anna Roubos

FIRMA ADVISORS LLC·ALAMEDA, California
Unclaimed Profile
1926 PARK STREET, SUITE 5B, ALAMEDA, CA 94501CRD# 7427377Firm CRD# 315957
01

About

Anna Roubos is a registered financial advisor based in ALAMEDA, California, affiliated with FIRMA ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
FIRMA ADVISORS LLC
FIRMA ADVISORS LLC
AUM
$8K
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FIRMA ADVISORS LLC →
Services
Other
04

Background

Compensation
Other: NOT CURRENTLY CHARGING FEES
Regulatory
SEC/IARD CRD# 7427377
Firm CRD# 315957
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ALAMEDA?

Browse all registered financial advisors in ALAMEDA, California or claim this profile if it's yours.

Browse ALAMEDA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Anna Roubos offer?
Anna Roubos is a registered financial advisor in ALAMEDA, California. Contact their office for details on services offered.
What are Anna Roubos's credentials?
Anna Roubos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anna Roubos located?
Anna Roubos is based in ALAMEDA, California, working with FIRMA ADVISORS LLC. Their office serves clients in the ALAMEDA metropolitan area and surrounding communities.
How does Anna Roubos charge for services?
Anna Roubos's firm is compensated through other: not currently charging fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRMA ADVISORS LLC?
FIRMA ADVISORS LLC has approximately 2 employees and manages $8K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ALAMEDA
Paul Joseph Deeley — HEEG ALBERT JOSEPH JR.Keith Ronald Alm — HEEG ALBERT JOSEPH JR.Yolanda Waggoner Foreman — PHOCAS FINANCIAL CORPORATIONWilliam Franz Kim Schaff — PHOCAS FINANCIAL CORPORATIONAlbert Joseph Heeg — HEEG ALBERT JOSEPH JR.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile