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Ian Roberts

POLAR CAPITAL (AMERICA) CORPORATION·DARIEN, Connecticut
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10 CORBIN DRIVE, DARIEN, CT 06820CRD# 5855010Firm CRD# 155389
01

About

Ian Roberts is a registered financial advisor based in DARIEN, Connecticut, affiliated with POLAR CAPITAL (AMERICA) CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
POLAR CAPITAL (AMERICA) CORPORATION
POLAR CAPITAL (AMERICA) CORPORATION
AUM
$457M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at POLAR CAPITAL (AMERICA) CORPORATION →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5855010
Firm CRD# 155389
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ian Roberts offer?
Ian Roberts specializes in Retirement Planning. Contact their office in DARIEN, Connecticut for a consultation.
What are Ian Roberts's credentials?
Ian Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ian Roberts located?
Ian Roberts is based in DARIEN, Connecticut, working with POLAR CAPITAL (AMERICA) CORPORATION. Their office serves clients in the DARIEN metropolitan area and surrounding communities.
How does Ian Roberts charge for services?
Ian 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 POLAR CAPITAL (AMERICA) CORPORATION?
POLAR CAPITAL (AMERICA) CORPORATION has approximately 9 employees and manages $457M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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