Stephen Karl Roberts
Investment adviser representative at Global View Capital Management LLC
25 yearsExperience
1 stateRegistered in
$775.2MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Mline Technologies, Inc.Jan 2020 to now
- Independence Enterprises TrustOct 2017 to now
- Global View Capital Management, LLCDec 2014 to now
- Global View Capital Insurance Services, LLCDec 2014 to now
- Global View Captial Advisors, LLCDec 2014 to now
- Independence Enterprises, Inc.Feb 2001 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (UT).
Global View Capital Management LLC
$775.2MAssets managed
3,819Clients
101Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6434014
- Firm CRD
- 158292