CHRISTIA LI ROBERTS

CHRISTIA LI ROBERTS is an SEC-registered investment adviser (CRD 142133). Regulatory assets under management: $5.7M.

Registration

• CRD: 142133
• Type: Registered investment adviser
• Phone: 772-528-1088
• Latest filing: 2026-03-26
• Regulatory AUM: $5.7M
• Non-discretionary AUM: $5.7M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142133 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search