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Daniel Evan Lloyd-roberts

Stoker Ostler, A Part OF BMO Financial Group

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About Daniel Evan Lloyd-roberts

Daniel Evan Lloyd-roberts is an Investment Advisor Representative with Stoker Ostler, A Part Of BMO Financial Group located in Scottsdale, Arizona. Daniel Evan Lloyd-roberts has been in the industry for 11 years. Previously, Daniel Evan Lloyd-roberts was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated in Scottsdale, Arizona. Daniel Evan Lloyd-roberts holds the Series 63, 65, and 7TO securities licenses as well as the SIE exam. Daniel Evan Lloyd-roberts is also a Certified Financial Planner.

Firm Information

Daniel Lloyd-roberts is currently registered with Stoker Ostler, A Part OF BMO Financial Group. Stoker Ostler is a wealth management firm based in Scottsdale, Arizona, that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm is a part of BMO Financial Group and has over 9 investment adviser representatives. They manage over $2.5 billion in regulatory assets under management.
Stoker Ostler, A Part OF BMO Financial Group

4900 N. SCOTTSDALE ROAD

SCOTTSDALE, AZ 85251

$2.56B

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Daniel Lloyd-roberts’s Registration & Firm History

AZ

05/12/2022 - Present

Stoker Ostler, A Part OF BMO Financial Group (SCOTTSDALE AZ)

AZ

01/05/2019 - 04/22/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 07/30/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/30/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Evan Lloyd-roberts.
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