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Patrick Francis Roberts

SPARTAN CAPITAL MANAGEMENT, INC.·HOLLYWOOD, Florida
Series 10, Series 9, Series 7, Series 63Clean recordSPARTAN 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Francis Roberts is a registered financial advisor based in HOLLYWOOD, Florida, affiliated with SPARTAN CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SPARTAN CAPITAL MANAGEMENT, INC.
P.F. ROBERTS & ASSOCIATES
AUM
$26M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SPARTAN CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1426307
Firm CRD# 151711
View on FINRA BrokerCheck →

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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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