Steven Roberts is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 1 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
One Town Center Road, Suite 660, Boca Raton, FL, 33486
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the President of Roberts Private Wealth Management of CA, LLC, where he facilitates payments from his FINET practice. He dedicates minimal time to this role.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations31 states
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