Daniel Anthony Roberts
CcoFiscal Wisdom Wealth Management LLCCRD 2208120
About Daniel Anthony Roberts
Daniel Anthony Roberts is listed as Cco at Fiscal Wisdom Wealth Management LLC in Canton, CT. Form ADV reports a beneficial ownership band of Under 5%. Daniel Anthony Roberts is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Fiscal Wisdom Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Anthony Roberts work?
Daniel Anthony Roberts is listed as Cco at Fiscal Wisdom Wealth Management LLC on SEC Form ADV.
How much of Fiscal Wisdom Wealth Management LLC does Daniel Anthony Roberts own?
Form ADV reports a beneficial ownership band of Under 5%.
Fiscal Wisdom Wealth Management LLC
| Title | Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Kdk Private Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Childress Capital Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |