Shawn Roberts is a CFP-designated registered investment advisor at Smr Strategic Investments, LLC, based in Glen Ellyn, IL, with 3 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 16 clients with $8.6M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Glen Ellyn, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shawn co-owns and manages a strip mall through SMR Crescent LLC, dedicating a few hours per week to tenant and property management, lease negotiations, and paperwork. He also serves as Assistant Treasurer for the Glen Ellyn Library Foundation, assisting with investment decisions and financial reports, spending minimal time per week in this volunteer role.
Employment History
Current Registrations
Smr Strategic Investments, LLC
State Registrations1 state
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