Michael Roberts has been an investment adviser representative at Statheros Financial Solutions since December 2019, and is not listed among the firm’s executive officers or direct owners.
Statheros Financial Solutions, Inc. is an El Dorado Hills, CA firm with $926M under management, 625 clients and 11 advisers across 2 offices, as of its June 2026 filing.
Michael Roberts’ longest registration was 11 years at PGR Solutions, LLC (2008–2019). Before joining Statheros Financial Solutions in 2019, Michael Roberts was registered through PGR Solutions, LLC.
- – present · 6 yearsSan Jose, CA · Adviser representative · Firm CRD 306217
- PGR Solutions, LLC– · 11 yearsSan Jose, CA · Adviser representative · Firm CRD 119490
Investment adviser representative registrations
Michael Roberts is registered as an investment adviser representative in California, since December 2019.
- CaliforniaSince 6 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 7 November 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 July 2008 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Lyle Roberts
- CRD
- 5410651
- Firm
- Statheros Financial Solutions · CRD 306217
- Office
- 2107 N. 1st Street, Suite 415, San Jose, CA 95131
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Roberts work?
Michael Roberts is an investment adviser representative registered through Statheros Financial Solutions, Inc. since December 2019, and is not listed among the firm’s executive officers or direct owners.
Is Michael Roberts a financial advisor?
Yes. Michael Roberts has a current investment-adviser registration in California, through Statheros Financial Solutions since December 2019.
How many years of experience does Michael Roberts have?
Michael Roberts has 18 years in the financial industry, since July 2008, across 2 adviser firms.
What exams has Michael Roberts passed?
Michael Roberts has passed 2 licensing exams: the Series 65 and Series 63. The earliest, the Series 65, was passed in July 2008.
Where is Michael Roberts based?
Michael Roberts’ registered office is in San Jose, CA.
Is Michael Roberts registered with FINRA?
No. Michael Roberts has no current broker registration.
How can I verify Michael Roberts’ record?
Search CRD 5410651 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Roberts’ full registration record.