LPL Financial
43yrs
Top advisor by experience in Clarkston
16yrs
Chris Roberts
Financial advisor at Captrust
Chris Roberts is a fiduciary financial advisor in Clarkston, Michigan, with 16 years in the industry. After two years at Merrill and a year at Edward Jones, Chris joined Captrust in 2015, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 91 advisors with offices in Clarkston, and one of 88 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 53% of advisors at Captrust
Office8031 Ortonville Road 8031 M-15, Clarkston, MI 48348
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowCaptrustCurrent firm
- Oct 2011 – Jun 2013MerrillPreviously
- Jun 2010 – Aug 2011Edward JonesPreviously
Contact Chris
Local office(248) 822-5000Ask for Chris. (919) 870-6822Main office · Raleigh, NC 8031 Ortonville Road 8031 M-15Clarkston, MI 48348Office · Get directions Firm websitewww.captrust.com
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Questions to ask Chris
Tailored to Chris’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Chris
How do I contact Chris?
Call Chris’s local office at (248) 822-5000 or the Captrust main office at (919) 870-6822, and ask for Chris Roberts.
How long has Chris been a financial advisor?
Chris has been in the industry since 2010, about 16 years. More experience than 53% of advisors at Captrust.
What licenses does Chris hold?
Series 66. Tap any license on this page to see what it allows.
Is Chris a fiduciary?
Chris is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chris paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Chris 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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