Christopher Austin Roberts
Investment adviser representative at Avidian Wealth Solutions
13 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Avidian Wealth Enterprises, LLC (dba) Avidian Wealth SolutionsNov 2024 to now
- Avidian Wealth SolutionsJun 2018 to now
- Avidian Wealth Solutions F/k/a Sta Wealth Management, LLCJun 2018 to Nov 2024
- Sta Wealth Management, LLCDec 2017 to May 2018
- UnemployedJun 2017 to Nov 2017
- Hendrix CollegeAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avidian Wealth Solutions
Legal name: Avidian Wealth Enterprises, LLC
$4.8BAssets managed
1,895Clients
43Advisers
21 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
- 6634180
- Firm CRD
- 127186