Shawn Roberts
SMR Strategic Investments · Glen Ellyn, Illinois
Shawn Roberts is a fee-only financial advisor at SMR Strategic Investments in Glen Ellyn, Illinois, who holds the CFP credential. SMR Strategic Investments reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | SMR Strategic Investments |
|---|---|
| Based in | Glen Ellyn, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $9.7M across 34 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 3272639 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Shawn's firm compares
- SMR Strategic Investments's average account is about $285,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Shawn
Is Shawn Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shawn holds no broker registration, and SMR Strategic Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shawn charge for financial advice?
Shawn's firm, SMR Strategic Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Shawn Roberts based?
Shawn Roberts is based in Glen Ellyn, Illinois.
What credentials does Shawn Roberts hold?
Shawn Roberts holds the CFP credential.
Is Shawn Roberts registered with the SEC?
Yes. Shawn Roberts is registered as an investment adviser representative in IL (CRD 3272639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SMR Strategic Investments manage?
SMR Strategic Investments reports $9.7M across 34 accounts in assets under management.
How do I contact Shawn Roberts?
Contact details aren't on file yet. Search for SMR Strategic Investments.
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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