TrueAdvisor
TrueAdvisor
CR
CR

Christopher Alan Roberts

Vanderbilt Advisory Services
16 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Vanderbilt Advisory Services
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
155 advisors
Number of Clients
6,466 clients
Average Client Portfolio
$251K average
Assets Under Management
$1.6B

Fee Structure

Minimum Annual Fee:$90

Location

2050 Main Street, Suite 950, Irvine, CA, 92614

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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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Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
October 2025 - Present · 4 mos
Vanderbilt Advisory Services
October 2025 - Present · 4 mos
Previous Registrations
Spire Wealth Management, LLC
October 2017 - October 2025 · 8 yrs
Spire Securities, LLCBroker
October 2017 - October 2025 · 8 yrs
Edward Jones
June 2015 - April 2017 · 1 yr 10 mos
Edward JonesBroker
June 2015 - April 2017 · 1 yr 10 mos
Rda Financial Network
June 2011 - February 2015 · 3 yrs 8 mos
Cambridge Investment Research, INC.Broker
June 2011 - February 2015 · 3 yrs 8 mos
Edward Jones
July 2008 - May 2011 · 2 yrs 10 mos
Edward JonesBroker
May 2008 - May 2011 · 3 yrs
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.