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Kimberly Ann Roberts

Chief Compliance OfficerSyrios Wealth Management Group, Inc.CRD 2228989

About Kimberly Ann Roberts

Kimberly Ann Roberts is listed as Chief Compliance Officer at Syrios Wealth Management Group, Inc. in La Jolla, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Syrios Wealth Management Group, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kimberly Ann Roberts work?

Kimberly Ann Roberts is listed as Chief Compliance Officer at Syrios Wealth Management Group, Inc. on SEC Form ADV.

How much of Syrios Wealth Management Group, Inc. does Kimberly Ann Roberts own?

Form ADV reports a beneficial ownership band of Under 5%.

Syrios Wealth Management Group, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
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