CR
CR

Cullen Roberts

21 Years of Experience
Broker

Cullen Roberts is a registered investment advisor at Blackrock Financial Management, INC, based in Nashville, TN, with 21 years of industry experience. Cullen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,309 clients with $1300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
IM Fee
Planning only
Assets Under Management
$1327.9B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Nashville, TN

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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

Cullen is a board member of the West Nashville Dream Center, a 501c3 organization supporting underprivileged families. He dedicates minimal time to this activity.

Employment History
Current Registrations
Blackrock Financial Management, INC
May 2006 - Present · 19 yrs 11 mos
Blackrock Investments, LLC
August 2004 - Present · 21 yrs 8 mos
Blackrock Investments, LLCBroker
August 2004 - Present · 21 yrs 8 mos
Previous Registrations
Blackrock Capital Management, INC.
October 2004 - May 2006 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cullen Roberts - Financial Advisor | TrueAdvisor