Unclaimed
Darin Bond Roth is a financial advisor with over 8 years of experience in the industry. Darin is currently registered with Stenger Family Office, LLC, and is licensed in Illinois and Texas. Prior to joining Stenger Family Office, LLC, Darin worked at Morgan Stanley, Guggenheim Funds Distributors, LLC and Northwestern Mutual Investment Services, LLC. Darin's expertise includes portfolio management for individuals and businesses, financial planning, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
03/16/2023 - Present
Stenger Family Office, LLC (NAPERVILLE IL)
IL
07/22/2019 - 04/07/2023
MORGAN STANLEY (Oak Brook IL)
IL
07/22/2015 - 07/01/2019
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
IL
01/06/2015 - 07/22/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
BOTH
Issued 03/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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