Unclaimed Profile

William Roby

SHERIDAN PRODUCTION PARTNERS MANAGER, LLC·HOUSTON, Texas

Clean recordSHERIDAN PRODUCTION PARTNERS MANAGER, LLC

9 GREENWAY PLAZA, HOUSTON, TX 77046CRD# 6264259Firm CRD# 156935

Profile Verification

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

Identity

William Roby · HOUSTON, TX

Registration

CRD #6264259 · SHERIDAN PRODUCTION PARTNERS MANAGER, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Roby is a registered financial advisor based in HOUSTON, Texas, affiliated with SHERIDAN PRODUCTION PARTNERS MANAGER, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SHERIDAN PRODUCTION PARTNERS MANAGER, LLC

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SHERIDAN PRODUCTION PARTNERS MANAGER, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6264259

Firm CRD# 156935

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Roby offer?

William Roby specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.

What are William Roby's credentials?

William Roby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Roby located?

William Roby is based in HOUSTON, Texas, working with SHERIDAN PRODUCTION PARTNERS MANAGER, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does William Roby charge for services?

William Roby's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHERIDAN PRODUCTION PARTNERS MANAGER, LLC?

SHERIDAN PRODUCTION PARTNERS MANAGER, LLC has approximately 60 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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