AdvisorOS Directory
Claim Profile
Unclaimed Profile
BR

Benjamin Conrad Roberts

IRONVIEW CAPITAL MANAGEMENT, LLC·CONSHOHOCKEN, Pennsylvania
15 years registeredIRONVIEW CAPITAL MANAGEMENT, LLC
200 BARR HARBOR DRIVE, SUITE 400, CONSHOHOCKEN, PA 19428CRD# 3252010Firm CRD# 150250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Conrad Roberts · CONSHOHOCKEN, PA
Registration
CRD #3252010 · IRONVIEW CAPITAL MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

IRONVIEW CAPITAL MANAGEMENT, LLC
Mar 2011 – present
02

Registrations & Exams

Registration record
First registered · March 22, 2011
Years registered · 15
03

Disclosure History

2013Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
IRONVIEW CAPITAL MANAGEMENT, LLC
CRD 150250 · SEC 801-78950
AUM
$851M
Regulatory assets under management
Employees
11
355 client accounts
Services offered by IRONVIEW CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at IRONVIEW CAPITAL MANAGEMENT, LLC →
Introduction

Speak with Benjamin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Benjamin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CONSHOHOCKEN?

Browse all registered financial advisors in CONSHOHOCKEN, Pennsylvania or claim this profile if it's yours.

Browse CONSHOHOCKEN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Benjamin Conrad Roberts offer?
Benjamin Conrad Roberts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
What are Benjamin Conrad Roberts's credentials?
Benjamin Conrad Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Conrad Roberts located?
Benjamin Conrad Roberts is based in CONSHOHOCKEN, Pennsylvania, working with IRONVIEW CAPITAL MANAGEMENT, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.
How does Benjamin Conrad Roberts charge for services?
Benjamin Conrad 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 IRONVIEW CAPITAL MANAGEMENT, LLC?
IRONVIEW CAPITAL MANAGEMENT, LLC has approximately 11 employees and manages $851M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at IRONVIEW CAPITAL MANAGEMENT, LLC

Rahul Kothari
CONSHOHOCKEN, PA
Todd Michael Brady
BLUE BELL, PA
Justin Vincent Delisi
KING OF PRUSSIA, PA
Sean Aloysius Bergin
KING OF PRUSSIA, PA

More Advisors in CONSHOHOCKEN, Pennsylvania

James Cameron Spencer
COPELAND CAPITAL MANAGEMENT, LLC·CONSHOHOCKEN, PA
Eric Copeland Brown
KATAMA GP LLC·CONSHOHOCKEN, PA
Mark William Giovanniello
KATAMA GP LLC·CONSHOHOCKEN, PA
Charles Michael Barrett
KATAMA GP LLC·CONSHOHOCKEN, PA
David Brian Mcgonigle
COPELAND CAPITAL MANAGEMENT, LLC·CONSHOHOCKEN, PA
Edward Crawley Rorer
KATAMA GP LLC·CONSHOHOCKEN, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)WYOMISSING (48)HARRISBURG (47)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile