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Suzanne Marie Herman

Roberts Wealth Advisors, LLC

Menlo Park, CA

Park City, UT

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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
UT RA APPROVED 2021-07-07
  • UT RA
    APPROVED
    Since 2021-07-07

Branch Locations

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

1245 Deer Valley Drive Suite A, Park City, UT 84060 • 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
Dealersocket San Clemente CA 07/2016 06/2019
Restaurant365 Irvine CA 07/2019 10/2020
Roberts Wealth Advisors Palo Alto CA 11/2020 Present
  • 07/2016 → 06/2019
    Dealersocket
    San Clemente, CA
  • 07/2019 → 10/2020
    Restaurant365
    Irvine, CA
  • 11/2020 → Present
    Roberts Wealth Advisors
    Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-18
  • S65 Uniform Investment Adviser Law Examination
    2021-05-18
Designations

View on SEC IAPD

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