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Anita Dianne Roberts

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,345 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$25K
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Location

100 Western Boulevard, Glastonbury, CT, 06033

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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

Anita is an independent contractor and consultant for Mary Kay, selling skin care and cosmetics, dedicating minimal time to this activity. She also works as a coaching liaison for AdviceOne Empowerment Coaching LLC, spending about half her time in this role.

Employment History
Current Registrations
Adviceone Advisory Services, LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Securities Service Network, LLCBroker
April 2012 - September 2020 · 8 yrs 5 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
Anita Dianne Roberts - Financial Advisor | TrueAdvisor