ROBERTS, ANTHONY DEAN

ROBERTS INVESTMENT ADVISORS
HARPERS FERRY, West Virginia·1 registered advisor·CRD# 226662
SEC# 801-96286202-441-0718
01

Firm Overview

AUM
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Other: NOT DETERMINED AS YET
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at ROBERTS, ANTHONY DEAN

1 registered advisor
Anthony Dean Roberts
HARPERS FERRY, West Virginia
05

Office Locations

HARPERS FERRY, West Virginia
1 advisor

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Data sourced from SEC Form ADV filings. ROBERTS, ANTHONY DEAN (CRD# 226662) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.