Morgan Stanley
47yrs
Top advisor by experience in Menlo Park
24yrs
Brian Roberts
Full name on record: Brian Patrick Roberts
Financial advisor at Roberts Wealth Advisors
Brian Roberts is a financial advisor in Menlo Park, California, with 24 years in the industry. Brian joined Roberts Wealth Advisors in 2021, after five years at Nelson Capital Management. Brian holds the CFA designation.
At a glance
Experience24 years (since 2003)
How that compares ?Top 24% by experience in Menlo Park
Office611 Santa Cruz Avenue Suite 203, Menlo Park, CA 94025
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.77 million
Advisors at the firm3
States licensed ?1 state
Services through Roberts Wealth Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowRoberts Wealth Advisors, LLCCurrent firm
- 2015 – 2020Nelson Capital Management, LLCPreviously
- Jan 2003 – Nov 2004Nelson Capital ManagementPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Roberts Wealth Advisors at 650-240-2410 and ask for Brian Roberts. Brian works from the Menlo Park, CA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2003, about 24 years. Top 24% by experience in Menlo Park.
What licenses does Brian hold?
No exams are listed on the official record.
Is Brian a fiduciary?
Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brian paid?
Roberts Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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