# EXPATRIATE FINANCIAL STRATEGIES LLC

EXPATRIATE FINANCIAL STRATEGIES LLC is an SEC-registered investment adviser.

## Registration

- CRD: 334264
- Type: SEC-registered investment adviser
- SEC file number: 801-131952
- Phone: 702-785-1246
- Latest filing: 2025-04-09
- Clients: 3

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Lance Warren Roberts | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Linda Mccabe Roberts | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334264/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334264/similar
- Related entities: https://search.stillhousedata.com/firm/334264/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334264

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.