Unclaimed Profile

Patrick Kyle Roberts

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC·INDIANAPOLIS, Indiana

Series 65Clean record11 years registeredMARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

3105 E 98TH STREET, INDIANAPOLIS, IN 46280CRD# 6359909Firm CRD# 122212

Profile Verification

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

Identity

Patrick Kyle Roberts · INDIANAPOLIS, IN

Registration

CRD #6359909 · MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

Oct 2015 – present

VEROS PARTNERS, INC.

Oct 2014 – Aug 2015

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 20, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

CRD 122212 · SEC 801-62577

AUM

$572M

Regulatory assets under management

Employees

1,543 client accounts

Services offered by MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Kyle Roberts offer?

Patrick Kyle Roberts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Patrick Kyle Roberts's credentials?

Patrick Kyle Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Kyle Roberts located?

Patrick Kyle Roberts is based in INDIANAPOLIS, Indiana, working with MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Patrick Kyle Roberts charge for services?

Patrick Kyle 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 MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC?

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC has approximately 11 employees and manages $572M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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