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Michael Thomas Roberts

ROBERTS CAPITAL ADVISORS, LLC·DENVER, Colorado
Clean recordROBERTS CAPITAL ADVISORS, LLC
700 17TH ST., DENVER, CO 80202CRD# 6484047Firm CRD# 226548

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Thomas Roberts · DENVER, CO
Registration
CRD #6484047 · ROBERTS CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Thomas Roberts is a registered financial advisor based in DENVER, Colorado, affiliated with ROBERTS CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ROBERTS CAPITAL ADVISORS, LLC
ROBERTS CAPITAL ADVISORS, LLC
AUM
$58M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at ROBERTS CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6484047
Firm CRD# 226548
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Thomas Roberts offer?
Michael Thomas Roberts specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Michael Thomas Roberts's credentials?
Michael Thomas Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Thomas Roberts located?
Michael Thomas Roberts is based in DENVER, Colorado, working with ROBERTS CAPITAL ADVISORS, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Michael Thomas Roberts charge for services?
Michael Thomas Roberts's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROBERTS CAPITAL ADVISORS, LLC?
ROBERTS CAPITAL ADVISORS, LLC is a registered investment adviser with the SEC, managing $58M in regulatory assets under management. See their Form ADV for full details.
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Research
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