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Brian Patrick Roberts

Roberts Wealth Advisors, LLC

Menlo Park, CA

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Current Employers
Roberts Wealth Advisors, Llc

611 Santa Cruz Avenue Suite 203, Menlo Park, CA 94025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
UT RA APPROVED 2021-03-03
TX RA APPROVED 2021-01-29
  • CA RA
    APPROVED
    Since 2025-01-01
  • UT RA
    APPROVED
    Since 2021-03-03
  • TX RA
    APPROVED
    Since 2021-01-29

Branch Locations

611 Santa Cruz Avenue Suite 203, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nelson Roberts Investment Advisors, Llc Menlo Park CA 02/2004 10/2020
Roberts Wealth Advisors, Llc Menlo Park CA 11/2020 Present
  • 02/2004 → 10/2020
    Nelson Roberts Investment Advisors, Llc
    Menlo Park, CA
  • 11/2020 → Present
    Roberts Wealth Advisors, Llc
    Menlo Park, CA
Previous Registrations
Designations

View on SEC IAPD

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