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Stephen Ralph Roberts

M3SIXTY ADVISORS, LLC·FAIRWAY, Kansas
Unclaimed Profile
4300 SHAWNEE MISSION PARKWAY, FAIRWAY, KS 66205CRD# 4598301Firm CRD# 155351
01

About

Stephen Ralph Roberts is a registered financial advisor based in FAIRWAY, Kansas, affiliated with M3SIXTY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
M3SIXTY ADVISORS, LLC
M3SIXTY ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at M3SIXTY ADVISORS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4598301
Firm CRD# 155351
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Ralph Roberts offer?
Stephen Ralph Roberts specializes in Investment Management, Fee-Only Advisory. Contact their office in FAIRWAY, Kansas for a consultation.
What are Stephen Ralph Roberts's credentials?
Stephen Ralph Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Ralph Roberts located?
Stephen Ralph Roberts is based in FAIRWAY, Kansas, working with M3SIXTY ADVISORS, LLC. Their office serves clients in the FAIRWAY metropolitan area and surrounding communities.
How does Stephen Ralph Roberts charge for services?
Stephen Ralph Roberts's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is M3SIXTY ADVISORS, LLC?
M3SIXTY ADVISORS, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
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