Chuck A. Roberts

Managing Director/Investments


  • Bachelor of Science, Business Management, Stony Brook University

Licenses and Certifications

  • Series 7, General Securities Representative
  • Series 65, Investment Advisor Representative
  • CIMC®, Certified Investment Management Consultant®

Chuck Roberts began his investment industry career in 1990 with Lehman Brothers and joined Stifel from Morgan Stanley in 2016.

I believe that identifying financial strategies begins with a solid understanding of each client's situation, goals, objectives, and risk tolerance.  I follow a disciplined process that enables us to work with you to craft a plan to help you pursue your goals:

  • Develop a thorough understanding of your financial goals and objectives
  • Review and analyze your current financial situation
  • Identify and tailor a strategy for your individual needs
  • Implement your customized strategy, including personalized services and benefits
  • Review your strategy, meeting periodically to discuss your goals and needs

Whatever your financial goal – whether to grow your wealth, preserve it, or pass it on to others – you can count on us to help you with a strategy that is:

  • Personal
    Highly individualized and committed to helping you pursue financial success
  • Flexible
    Responsive to changes in your life and in your priorities over time
  • Comprehensive
    Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us