DR
CFP
DR
CFP

Daniel Gerry Roberts

25 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K
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Location

10615 Professional Circle Suite 206, Reno, NV, 89521

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel is on the board of directors and treasurer for the Boys & Girls Club, dedicating a few hours per week to fundraising and community involvement. He also owns a passive 10% share in Ballers LLC, which invests in ARC Enterprises, requiring minimal time. Daniel also works full-time as a financial advisor for Reno Tahoe Wealth Management.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
RBC Capital Markets, LLC
February 2001 - April 2024 · 23 yrs 2 mos
RBC Capital Markets, LLCBroker
November 2000 - April 2024 · 23 yrs 5 mos
State Registrations2 states
NVTX
Advisor
Exams
No exam information available for this advisor.
Daniel Gerry Roberts - Financial Advisor | TrueAdvisor