Christopher Roberts
Christopher Roberts is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in New Albany, OH, with 35 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
256 E Main St, New Albany, OH, 43054
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2025Customer Dispute
October 2008Other Business Activities
Christopher is a member of The Tank PC, LLC, a social club/private poker club, spending a few hours per week volunteering. He also owns a vacation rental home through Airbnb, dedicating minimal time to accounting, repairs, and maintenance.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
Conseco Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.