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Joshua Scott Roberds

FAIRHAVEN FINANCIAL ADVISORY CORPORATION·EAST LANSING, Michigan
Series 65Clean record7 years registeredFAIRHAVEN FINANCIAL ADVISORY CORPORATION
1400 ABBOT ROAD, EAST LANSING, MI 48823CRD# 6792838Firm CRD# 124266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Scott Roberds · EAST LANSING, MI
Registration
CRD #6792838 · FAIRHAVEN FINANCIAL ADVISORY CORPORATION · 7 years registered
Brand Profile
Not yet started
01

Career History

FAIRHAVEN FINANCIAL ADVISORY CORPORATION
Feb 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 13, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FAIRHAVEN FINANCIAL ADVISORY CORPORATION
CRD 124266 · SEC 801-129226
AUM
$273M
Regulatory assets under management
Employees
7
994 client accounts
Services offered by FAIRHAVEN FINANCIAL ADVISORY CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FAIRHAVEN FINANCIAL ADVISORY CORPORATION →
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05

Frequently Asked Questions

What services does Joshua Scott Roberds offer?
Joshua Scott Roberds specializes in Financial Planning, Investment Management. Contact their office in EAST LANSING, Michigan for a consultation.
What are Joshua Scott Roberds's credentials?
Joshua Scott Roberds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Scott Roberds located?
Joshua Scott Roberds is based in EAST LANSING, Michigan, working with FAIRHAVEN FINANCIAL ADVISORY CORPORATION. Their office serves clients in the EAST LANSING metropolitan area and surrounding communities.
How does Joshua Scott Roberds charge for services?
Joshua Scott Roberds's firm is compensated through percentage of aum, hourly charges, subscription fees, other: teaching class & seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAIRHAVEN FINANCIAL ADVISORY CORPORATION?
FAIRHAVEN FINANCIAL ADVISORY CORPORATION has approximately 7 employees and manages $273M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FAIRHAVEN FINANCIAL ADVISORY CORPORATION

Jonathan Ryan Brooks
EAST LANSING, MI
Joseph R Brooks
EAST LANSING, MI
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Rachel C Anderson
EAST LANSING, MI

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