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Scott Christian Roberts

Belvedere Direct Lending Advisors, LLC

Marietta, GA

CRD 2660274

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Employer firm

Belvedere Direct Lending Advisors, LLC CRD 317206

Reported services (Item 5G)

  • Pension consulting
  • Selection of other advisers

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

Current Employers
Belvedere Direct Lending Advisors, Llc

Marietta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-01-04
  • GA RA
    APPROVED
    Since 2022-01-04

Branch Locations

1205 Johnson Ferry Road, Suite 136-361, Marietta, GA 30068 • 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
Invesco Institutional (N.A.), Inc. Houston TX 02/2006 08/2021
Belvedere Direct Lending Advisors, Llc Marietta GA 12/2021 Present
Business Start-Up Marietta GA 08/2021 12/2021
  • 02/2006 → 08/2021
    Invesco Institutional (N.A.), Inc.
    Houston, TX
  • 12/2021 → Present
    Belvedere Direct Lending Advisors, Llc
    Marietta, GA
  • 08/2021 → 12/2021
    Business Start-Up
    Marietta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-10-17
  • S63 Uniform Securities Agent State Law Examination
    1995-10-17
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

SENTARA CAPITAL
ANOVEST INVESTMENT ADVISORS
THIRD ACT RETIREMENT PLANNING, INC.

Nearby Investors

WILLIAM SAMUEL ALLEN
JONATHAN ANDREW BRUMMEL
ATHANASIOS NICK BAFAS

Nearby Offices

SENTARA CAPITAL · MARIETTA, GA
ANOVEST INVESTMENT ADVISORS · MARIETTA, GA
THIRD ACT RETIREMENT PLANNING, INC. · MARIETTA, GA

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