MARK ALAN ROBERTS is an investment adviser representative (IAR) with state registration records since 2006, appearing at 2 firms. Currently registered with MAI CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 2024-02-05 | present | Yes |
| WATERSTONE INVESTMENT COUNSEL, LLC | 2006-07-03 | 2024-03-04 | — |