Christia Roberts
Christia LI Roberts · Stuart, Florida
Christia Roberts is a fee-only financial advisor at Christia LI Roberts in Stuart, Florida. Christia LI Roberts reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Christia LI Roberts |
|---|---|
| Based in | Stuart, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.7M across 25 accounts |
| SEC registration | Investment adviser representative in FL · CRD 706344 |
| Exams passed | Series 63 (1984) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Christia's firm compares
- Christia LI Roberts's average account is about $226,000, from its Form ADV (assets managed divided by 25 accounts).
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Questions about Christia
Is Christia Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christia holds no broker registration, and Christia LI Roberts reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christia charge for financial advice?
Christia's firm, Christia LI Roberts, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christia Roberts based?
Christia Roberts is based in Stuart, Florida.
Is Christia Roberts registered with the SEC?
Yes. Christia Roberts is registered as an investment adviser representative in FL (CRD 706344), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Christia LI Roberts manage?
Christia LI Roberts reports $5.7M across 25 accounts in assets under management.
How do I contact Christia Roberts?
Contact details aren't on file yet. Search for Christia LI Roberts.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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