Christopher Roberts has been an investment adviser representative at TruAdvisors Financial since March 2026, and is not listed among the firm’s executive officers or direct owners. Christopher Roberts holds an MBA from Texas Tech University.
Truadvisors Financial, LLC is a Tampa, FL firm with $133M under management, 172 clients and 4 advisers across 5 offices, as of its September 2026 filing.
Christopher Roberts is Investment Advisor of TruAdvisors. He works with clients on retirement income and legacy strategies. He began his career in advisor training and portfolio construction in 2001, later supporting advisors and analyzing complex financial strategies before working more directly with individuals and families.
Investment adviser representative registrations
Christopher Roberts is registered as an investment adviser representative in Texas, since March 2026.
- TexasSince 27 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Christopher Scott Roberts
- CRD
- 8182359
- Firm
- TruAdvisors Financial · CRD 170564
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truadvisors.com
Where does Christopher Roberts work?
Christopher Roberts is an investment adviser representative registered through Truadvisors Financial, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Roberts a financial advisor?
Yes. Christopher Roberts has a current investment-adviser registration in Texas, through TruAdvisors Financial since March 2026.
How many years of experience does Christopher Roberts have?
Christopher Roberts has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Christopher Roberts passed?
Christopher Roberts passed the Series 65 in October 2025.
Is Christopher Roberts registered with FINRA?
No. Christopher Roberts has no current broker registration.
How can I verify Christopher Roberts’ record?
Search CRD 8182359 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Roberts’ full registration record.