Mark Roberts
Ironsides Asset Advisors · Rocky Mount, North Carolina
Mark Roberts is a fee-only financial advisor at Ironsides Asset Advisors in Rocky Mount, North Carolina, who holds the CFA credential. Ironsides Asset Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ironsides Asset Advisors |
|---|---|
| Based in | Rocky Mount, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.42B across 872 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC · CRD 2229420 |
| Exams passed | Series 63 (1992) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Mark's firm compares
- Ironsides Asset Advisors's average account is about $1.6 million, from its Form ADV (assets managed divided by 872 accounts).
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Questions about Mark
Is Mark Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Ironsides Asset Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Ironsides Asset Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Roberts based?
Mark Roberts is based in Rocky Mount, North Carolina.
What credentials does Mark Roberts hold?
Mark Roberts holds the CFA credential.
Is Mark Roberts registered with the SEC?
Yes. Mark Roberts is registered as an investment adviser representative in NC (CRD 2229420), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ironsides Asset Advisors manage?
Ironsides Asset Advisors reports $1.42B across 872 accounts in assets under management.
How do I contact Mark Roberts?
Contact details aren't on file yet. Search for Ironsides Asset Advisors.
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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