David Lee Roberts
Investment adviser representative at Arete Wealth Advisors, LLC
16 yearsExperience
1 stateRegistered in
$2.7BFirm assets
17 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Arete Wealth Advisors, LLCMar 2023 to now
- Center Street Advisors, IncJan 2019 to now
- Roberts Tax and Retirement Planning LLCMay 2018 to now
- Mohave Community CollegeJan 2014 to now
- Montini and Farrah Tax Advisory GroupOct 2015 to May 2018
- Roberts Tax AdvisoryApr 2010 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Arete Wealth Advisors, LLC
$2.7BAssets managed
5,426Clients
143Advisers
17 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
- 7061207
- Firm CRD
- 145488