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Christopher Scott Roberts

TRUADVISORS
Fort Worth, TX
·CRD# 8182359·1 year experience

Professional Summary

Christopher Scott Roberts is a registered financial advisor currently at TRUADVISORS located in Fort Worth, Texas. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Christopher has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

TRUADVISORS·CRD# 170564
RIA
1. 6220 North Beach St. Suite 101, Fort Worth, TX 761372. 3700 River Walk Drive Suite 160, Flower Mound, TX 75028
March 27, 2026 - Present

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Current Firm

TR
TRUADVISORS

MOLL WEALTH | TRUADVISORS FINANCIAL, LLC | TRUADVISORS | SPECTRA WEALTH MANAGEMENT, LLC | SPECTRA | MOLL WEALTH MANAGEMENT, LLC | MOLL WEALTH MANAGEMENT, INC | MOLL WEALTH MANAGEMENT

CRD#: 170564 / SEC#: 801-132751
RIA
Registered Investment Advisory firm - SEC (5/9/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (5/14/2025 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (5/22/2025 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (11/18/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/14/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3030 N Rocky Point Drive W Suite 280, Tampa, FL 33607

Phone Number

(813) 212-4000

# of Employees

4

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRUADVISORS FINANCIAL, LLC PART 2A (7/28/2026)

Regulatory Assets Under Management

Total Number of Accounts

346

AUM (Assets Under Management)

$132,731,351

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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.

I hold a Texas General Lines Agent-Life, Accident, Health and HMO- license and am currently appointed with Allianz Life and Revol One. I mainly work with clients with annuities and life insurance. I may receive commissions on sales of these products.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
TRUADVISORS

MOLL WEALTH | TRUADVISORS FINANCIAL, LLC | TRUADVISORS | SPECTRA WEALTH MANAGEMENT, LLC | SPECTRA | MOLL WEALTH MANAGEMENT, LLC | MOLL WEALTH MANAGEMENT, INC | MOLL WEALTH MANAGEMENT

CRD#: 170564 / SEC#: 801-132751
RIA
Registered Investment Advisory firm - SEC (5/9/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (5/14/2025 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (5/22/2025 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (11/18/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/14/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Texas
(3/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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CR
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