Unclaimed Profile

Christopher Aaron Roberts

ALCHEMY ADVISORS, LLC·OAK BROOK, Illinois

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record16 years registeredALCHEMY ADVISORS, LLC

1111 W. 22ND STREET, OAK BROOK, IL 60523CRD# 4489210Firm CRD# 172555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Aaron Roberts · OAK BROOK, IL

Registration

CRD #4489210 · ALCHEMY ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2018 – present

ALCHEMY ADVISORS, LLC

Oct 2014 – Mar 2018

OAK BROOK, IL

LPL FINANCIAL LLC

Nov 2009 – Oct 2015

OAK BROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · November 30, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TSFG, LLC

CRD 172555 · SEC 801-99339

AUM

$649M

Regulatory assets under management

Employees

2,440 client accounts

Services offered by TSFG, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TSFG, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Aaron Roberts offer?

Christopher Aaron Roberts specializes in Financial Planning, Investment Management. Contact their office in OAK BROOK, Illinois for a consultation.

What are Christopher Aaron Roberts's credentials?

Christopher Aaron Roberts holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Aaron Roberts located?

Christopher Aaron Roberts is based in OAK BROOK, Illinois, working with ALCHEMY ADVISORS, LLC. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.

How does Christopher Aaron Roberts charge for services?

Christopher Aaron 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 ALCHEMY ADVISORS, LLC?

ALCHEMY ADVISORS, LLC has approximately 18 employees and manages $649M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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