Steven Eric Roberts
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
2 statesRegistered in
$252.3BFirm assets
26 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJul 2024 to now
- LinquestDec 2022 to Jul 2024
- Astra Space Operations Inc.Oct 2022 to Nov 2022
- Northrop GrummanApr 2021 to Oct 2022
- RaytheonJan 2019 to Apr 2021
- UnemployedAug 2018 to Jan 2019
- Full-time EducationJun 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7951768
- Firm CRD
- 11025