Daniel Evan Lloyd-roberts
Investment adviser representative at Stoker Ostler, A Part of BMO Financial Group
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.7BFirm assets
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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
- Seminars and workshops
Experience
10 years in the industry.
- Stoker Ostler, A Part of BMO Financial GroupMay 2022 to now
- Stoker Ostler Wealth AdvisorsApr 2019 to now
- Bank of America, N.A.Nov 2018 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Apr 2019
- UnemployedMay 2018 to Oct 2018
- Ags Financial GroupJan 2017 to May 2018
- Amp HorizonsMay 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Stoker Ostler, A Part of BMO Financial Group
Legal name: Stoker Ostler Wealth Advisors, Inc.
$3.7BAssets managed
1,585Clients
14Advisers
29 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
- 7035489
- Firm CRD
- 111320