Daniel Roberts is a registered investment advisor at Crito Capital LLC, based in Parrish, FL, with 28 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are assessed annually at 1.50% on all assets under management and billed quarterly in arrears.
Fee Estimator
Location
Parrish, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Crito Capital LLCBroker
Crito Capital LLC
Fiscal Wisdom Wealth Management LLC
Roberts & Ryan, INC.
Roberts & Ryan, INC.Broker
Securitize Markets, LLC
Securitize Markets, LLCBroker
Vistia Capital, LLC
Vistia Capital, LLCBroker
Iur Securities LLCBroker
Rockefeller Financial LLCBroker
Rockefeller Financial LLC
Previous Registrations
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Miura Capital, LLCBroker
Monmouth Capital Management LLCBroker
Barnabas Capital, LLCBroker
People's Securities, INC.Broker
People's United Advisors, INC.
Indexperts, LLC
Carl Marks Securities LLCBroker
Robus Capital Partners LLCBroker
Angel Island Capital Services, LLCBroker
Linden Thomas Advisory Services, LLC
Linden Thomas and Company Securities, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Warner Group, INC.Broker
Securities America, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations4 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.
Exams
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