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Ronald Lewis Roberts

THE EIDEARD GROUP, LLC·BEDFORD, New Hampshire
Unclaimed Profile
360 ROUTE 101, SUITE 6, BEDFORD, NH 03110CRD# 5103105Firm CRD# 139834
01

About

Ronald Lewis Roberts is a registered financial advisor based in BEDFORD, New Hampshire, affiliated with THE EIDEARD GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
THE EIDEARD GROUP, LLC
THE EIDEARD GROUP, LLC
AUM
$274M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at THE EIDEARD GROUP, LLC →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: % OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 5103105
Firm CRD# 139834
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronald Lewis Roberts offer?
Ronald Lewis Roberts specializes in Investment Management, Retirement Planning. Contact their office in BEDFORD, New Hampshire for a consultation.
What are Ronald Lewis Roberts's credentials?
Ronald Lewis Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Lewis Roberts located?
Ronald Lewis Roberts is based in BEDFORD, New Hampshire, working with THE EIDEARD GROUP, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does Ronald Lewis Roberts charge for services?
Ronald Lewis Roberts's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: % of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE EIDEARD GROUP, LLC?
THE EIDEARD GROUP, LLC has approximately 6 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
PORTSMOUTH (114)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
PORTSMOUTH GuideCONCORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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