Henry Bryan Roberts
Investment adviser representative at Tschetter Group
11 yearsExperience
1 stateRegistered in
$2.4BFirm assets
7 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
- Pension consulting
Experience
11 years in the industry.
- Tschetter GroupMay 2024 to now
- Holm & Cawley Financial Group, LLC.May 2021 to May 2024
- Wischman Properties, LLCMay 2020 to May 2021
- Broderick GroupMay 2019 to Aug 2019
- University of WashingtonJun 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
Tschetter Group
Legal name: Ddd Partners, LLC
$2.4BAssets managed
517Clients
15Advisers
7 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
- 7396298
- Firm CRD
- 301548