Unclaimed Profile

Roberta Jean Monroe

STANCORP INVESTMENT ADVISERS, INC.·PORTLAND, Oregon

SIE, Series 7, Series 24, Series 63, Series 66Clean record10 years registeredSTANCORP INVESTMENT ADVISERS, INC.

1100 SW SIXTH AVENUE, PORTLAND, OR 97204CRD# 2834223Firm CRD# 110228

Profile Verification

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

Identity

Roberta Jean Monroe · PORTLAND, OR

Registration

CRD #2834223 · STANCORP INVESTMENT ADVISERS, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STANCORP INVESTMENT ADVISERS, INC.

STANCORP INVESTMENT ADVISERS, INC.

Sep 2015 – Jun 2019

Portland, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · September 14, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STANCORP INVESTMENT ADVISERS, INC.

CRD 110228 · SEC 801-57811

AUM

$34.4B

Regulatory assets under management

Employees

112

126,310 client accounts

Services offered by STANCORP INVESTMENT ADVISERS, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at STANCORP INVESTMENT ADVISERS, INC. →

Introduction

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Frequently Asked Questions

What services does Roberta Jean Monroe offer?

Roberta Jean Monroe specializes in Investment Management, Retirement Planning, Wealth Management.

What are Roberta Jean Monroe's credentials?

Roberta Jean Monroe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roberta Jean Monroe located?

Roberta Jean Monroe is based in PORTLAND, Oregon, last registered with STANCORP INVESTMENT ADVISERS, INC..

How does Roberta Jean Monroe charge for services?

Roberta Jean Monroe's firm is compensated through percentage of aum, subscription fees, other: as noted in schedule d misc,affiliate by intercompany agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STANCORP INVESTMENT ADVISERS, INC.?

STANCORP INVESTMENT ADVISERS, INC. has approximately 112 employees and manages $34.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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