Scott C. Roberts

BELVEDERE DIRECT LENDING ADVISORS

MARIETTA, GA 30068

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CRD#: 2660274

Professional summary

Scott Christian Roberts, CFA is a registered financial advisor currently at BELVEDERE DIRECT LENDING ADVISORS, LLC located in Marietta, Georgia.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Scott has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Christian Roberts's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

January 4, 2022 - Present

BELVEDERE DIRECT LENDING ADVISORS, LLC

Office #1: 1205 Johnson Ferry Road, Suite 136-361, Marietta, GA 30068

RIA

CRD#: 317206

MARIETTA, GA

Past

October 13, 2000 - February 3, 2015

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

December 2, 1998 - September 1, 2000

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

Past

October 4, 1995 - July 9, 1998

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(1/4/2022)

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Exams

State Security Law Exam

Series 63

Date: 10/17/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/3/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/3/1995

General Securities Representative Examination

Current Firm

BELVEDERE DIRECT LENDING ADVISORS, LLC

CRD#: 317206 / SEC#:

Georgia

Registered Investment Advisory firm - (1/4/2022 Approved)

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Contact information

Main Address

Marietta, GA

Mailing Address

Phone number

(832) 434-3354

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Scott C. Roberts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Christian Roberts's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELVEDERE DIRECT LENDING ADVISORS, LLC

INVESCO DISTRIBUTORS, INC.

INVESCO CAPITAL MARKETS, INC.

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/17/1995

SIE

Date: 2/3/2015

Series 7

Date: 10/3/1995

Current Firm

BELVEDERE DIRECT LENDING ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

BELVEDERE DIRECT LENDING ADVISORS, LLC

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