KAREN SUSAN ROBERTS is an investment adviser representative (IAR) with state registration records since 2003, appearing at 2 firms. Currently registered with CBIZ INVESTMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 2019-10-07 | present | Yes |
| CBIZ FINANCIAL SOLUTIONS, INC. | 2003-04-29 | 2021-12-31 | — |