Daniel Gerry Roberts
Advisor at Stratos Wealth Advisors LLC — Reno, NV
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
25 years
Location
Reno, NV 89521
Stratos Wealth Advisors LLC
Multi-team
Daniel Roberts is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Stratos Wealth Advisors LLC and previously spent 16 years at RBC Capital Markets Corporation. Roberts serves on the board of directors and as treasurer for the Boys & Girls Club in Reno, NV. Stratos Wealth Advisors serves high-net-worth individuals and institutional clients through a network of 71 advisors across multiple teams, offering customized financial planning, portfolio management, and access to third-party managers and sub-advisers.
Based on Stratos Wealth Advisors LLC
Based on Stratos Wealth Advisors LLC
Flat fee financial planning; fees negotiable and vary by complexity and services
Up to 2.0% annually maximum for advisor-managed non-wrap accounts
Hourly consulting fees typically up to $500 per hour, may be higher in certain cases
Subscription financial planning services with fees negotiated between IAR and client, may be monthly or quarterly
Account minimum: $10,000 Minimum fee: Negotiable; in limited cases, flat fee up to 2.0% of assets under management Fee-only: Financial planning and consulting fees separate from advisory fees; negotiable; hourly rates up to $500/hour, flat fees also available; subscription fees negotiable
Reno, NV
10615 Professional Circle Suite 206
Reno NV 89521
Advisors at this office
6
Nevada · Texas
25 years of industry experience
Stratos Wealth Advisors, LLC
2024 - Present • 2 years
Reno, NV
Rbc Capital Markets Corporation
2008 - 2024 • 16 years
Reno, NV
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Is active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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