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Henry Bryan Roberts

Tschetter Group

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About Henry Bryan Roberts

Henry Roberts is an investment advisor representative currently registered with Tschetter Group in Bellevue, Washington. Henry has been in the industry since 2019 and has experience working with clients in Seattle, Kirkland, and Las Vegas. Henry holds a Series 65 license and is registered with the state of Washington. Henry specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management services. Henry's clients include high net worth individuals, corporations, and charitable organizations.

Firm Information

Henry Roberts is currently registered with Tschetter Group. Tschetter Group is an investment advisor based in Bellevue, WA with approximately $1.8 billion in regulatory assets under management. They offer a variety of services, including financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations, and individuals other than high-net-worth.
Tschetter Group

2155 112TH AVE NE

BELLEVUE, WA 98004

$1.81B

Assets Under Management

Not reported

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Henry Roberts’s Registration & Firm History

WA

08/14/2024 - Present

Tschetter Group (BELLEVUE WA)

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Licenses & Designations

IA

Issued 05/10/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Bryan Roberts.
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