Darrell Roberts has been President and Chief Compliance Officer and Chief Investment Officer of American Wealth Advisors since November 2007, is a control person of the firm and directly owns between 50% and 75% of it. Darrell Roberts holds a Bachelor of Science in Accounting from Bentley College.
American Wealth Advisors, LLC is a Johns Creek, GA firm with $120M under management, 109 clients and 2 advisers across 2 offices, as of its August 2026 filing.
Darrell Roberts is Founder, President and Chief Investment Officer of American Wealth Advisors. He established the firm in 2007. Earlier he was a Senior Vice President/Division Manager at Fidelity Investments, a financial advisor at Morgan Stanley and Executive Vice President/Division Manager at Mellon Bank/Dreyfus, and from 2006 he was President of E*TRADE Capital Management and President of E*TRADE Insurance.
Darrell Roberts’ longest registration is the current one, 18 years at American Wealth Advisors since 2008. Before joining American Wealth Advisors in 2008, Darrell Roberts was registered through E*trade Capital Management, LLC and Dreyfus Service Corporation.
- – present · 18 yearsJohns Creek, GA · Adviser representative · Firm CRD 145791
- E*trade Capital Management, LLC– · under a yearArlington, VA · Adviser representative · Firm CRD 42159
- Dreyfus Service Corporation– · under a yearNew York, NY · Adviser representative · Firm CRD 231
- Morgan Stanley– · 1 yearAlpharetta, GA · Adviser representative · Firm CRD 7556
Professional designations
Listed by American Wealth Advisors
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Darrell Roberts is registered as an investment adviser representative in 2 states. The first approvals date from January 2008; the most recent is Texas, in April 2009.
- GeorgiaSince 11 January 2008
- TexasSince 16 April 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 21 February 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 April 1994 |
| Series 7 | General Securities Representative Examination | 18 April 1994 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Darrell Stephen Roberts
- CRD
- 2471302
- Firm
- American Wealth Advisors · CRD 145791
- Role
- President; Chief Compliance Officer; Chief Investment Officer
- Office
- 10475 MEDLOCK BRIDGE ROAD, IVY FALLS BUILDING 100 ST 18, Johns Creek, GA 30097
- Registration
- Investment adviser registration
- In the industry since
- July 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- americanwealthadvisors.com
Where does Darrell Roberts work?
Darrell Roberts has been President; Chief Compliance Officer; Chief Investment Officer of American Wealth Advisors, LLC since November 2007, and is a control person of the firm.
Is Darrell Roberts a financial advisor?
Yes. Darrell Roberts has a current investment-adviser registration in Georgia and Texas, through American Wealth Advisors since January 2008.
How many years of experience does Darrell Roberts have?
Darrell Roberts has 21 years in the financial industry, since July 2005, across 4 adviser firms.
What exams has Darrell Roberts passed?
Darrell Roberts has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in April 1994.
Where did Darrell Roberts work before American Wealth Advisors?
Before American Wealth Advisors, Darrell Roberts was registered through E*trade Capital Management, LLC, October 2006 to September 2007; Dreyfus Service Corporation, August 2005 to October 2005; Morgan Stanley, March 2003 to July 2004.
Where is Darrell Roberts based?
Darrell Roberts’ registered office is in Johns Creek, GA.
Is Darrell Roberts registered with FINRA?
No. Darrell Roberts has no current broker registration.
How can I verify Darrell Roberts’ record?
Search CRD 2471302 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Darrell Roberts’ full registration record.