Daniel Roberts is a CFP-designated registered investment advisor at Stratos Wealth Advisors LLC, based in Reno, NV, with 25 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,023 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.0% for advisor-managed non-wrap accounts. Fees are negotiable and vary by program, custodian, and investment representative.
Fee Estimator
Location
10615 Professional Circle Suite 206, Reno, NV, 89521
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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 →Other Business Activities
Daniel is on the board of directors and treasurer for the Boys & Girls Club, dedicating a few hours per week to fundraising and community involvement. He also owns a passive 10% share in Ballers LLC, which invests in ARC Enterprises, requiring minimal time. Daniel also works full-time as a financial advisor for Reno Tahoe Wealth Management.
Employment History
Current Registrations
Stratos Wealth Advisors LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations2 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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