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Patrick Francis Roberts

SPARTAN CAPITAL MANAGEMENT, INC.·HOLLYWOOD, Florida
Series 7, Series 9, Series 10, Series 63Clean record24 years registeredSPARTAN CAPITAL MANAGEMENT, INC.
2324 HOLLYWOOD BLVD., HOLLYWOOD, FL 33020CRD# 1426307Firm CRD# 151711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Francis Roberts · HOLLYWOOD, FL
Registration
CRD #1426307 · SPARTAN CAPITAL MANAGEMENT, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

P.F. ROBERTS & ASSOCIATES
Feb 2010 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Aug 2009 – Nov 2009
HOLLYWOOD, FL
RAYMOND JAMES FINANCIAL SERVICES
Dec 2001 – Oct 2009
HOLLYWOOD, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 9
Series 10
Series 63
Registration record
First registered · December 10, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SPARTAN CAPITAL MANAGEMENT, INC.
CRD 151711 · SEC 801-70664
AUM
$26M
Regulatory assets under management
Employees
1
70 client accounts
Services offered by SPARTAN CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SPARTAN CAPITAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Patrick Francis Roberts offer?
Patrick Francis Roberts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLYWOOD, Florida for a consultation.
What are Patrick Francis Roberts's credentials?
Patrick Francis Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Francis Roberts located?
Patrick Francis Roberts is based in HOLLYWOOD, Florida, working with SPARTAN CAPITAL MANAGEMENT, INC.. Their office serves clients in the HOLLYWOOD metropolitan area and surrounding communities.
How does Patrick Francis Roberts charge for services?
Patrick Francis Roberts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPARTAN CAPITAL MANAGEMENT, INC.?
SPARTAN CAPITAL MANAGEMENT, INC. has approximately 1 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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