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Anita Dianne Roberts

Adviceone Advisory Services, LLC

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About Anita Dianne Roberts

Anita Roberts is a financial advisor registered with Adviceone Advisory Services, LLC based in Glastonbury, Connecticut. Anita has been with Adviceone Advisory Services, LLC since September 2007. Prior to that, she worked for Securities Service Network, LLC in Glastonbury, Connecticut. Anita is licensed to offer investment advice in Connecticut and holds Series 6, Series 63 and Series 65 licenses. She also holds the SIE exam certification. Anita specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. In addition to her work with Adviceone, Anita is also a Mary Kay consultant and works with Michael Grossman on his advisor coaching program.

Firm Information

Anita Roberts is currently registered with Adviceone Advisory Services, LLC. Adviceone Advisory Services, LLC is a registered investment advisor based in Glastonbury, CT. The firm provides financial planning and portfolio management services to individuals and charitable organizations. Adviceone manages approximately $1.37 billion in assets for over 4,200 clients.
Adviceone Advisory Services, LLC

100 WESTERN BOULEVARD

GLASTONBURY, CT 06033

$1.37B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anita Roberts’s Registration & Firm History

CT

07/26/2021 - Present

Adviceone Advisory Services, LLC (GLASTONBURY CT)

CT

04/14/2012 - 09/17/2020

SECURITIES SERVICE NETWORK, LLC (GLASTONBURY CT)

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Licenses & Designations

IA

Issued 07/26/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anita Dianne Roberts.
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