Michael Lyle Roberts

Employer firm

Statheros Financial Solutions, Inc. CRD 306217

$926M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → 11/2019
  Pgr Solutions, Llc (Succeeded To Statheros Financial Solutions)
  Campbell, CA
• 11/2019 → Present
  Statheros Financial Solutions, Inc.
  El Dorado Hills, CA

Previous Registrations

• 2008-07-03 → 2019-12-31
  Pgr Solutions, Llc
  San Jose, CA

Other Businesses

MIKE IS ALSO A LICENSED REALTOR SINCE AUGUST 2002. HE IS CURRENTLY INACTIVE BUT HANGS HIS LICENSE WITH COLDWELL BANKER IN LOS GATOS, CA.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-11-07
• S65 Uniform Investment Adviser Law Examination
  2008-07-30

Other Names

• Mike Lyle Roberts