Our Team
Patrick F. Roberts
Patrick F. Roberts is the owner and President of P.F. Roberts and Associates. Originally from India, and residing in the United States since 1980, he brings a truly unique perspective to the investment advisory process. After four years at Florida State University, where he majored in Finance, he entered the Financial Services Industry in 1985 and began his career as Registered Representative. He has qualified for the Series 7, Series 63 and Series 9 & 10 licenses as well as successfully attended innumerable continuing educations workshops and seminars over the past 32 years.
Before founding his own firm in late 2010, Mr Roberts managed an independent Raymond James Financial Services branch for 10 years. Prior to that he was affiliated with various firms, most notably with Herzog, Heine & Geduld, where he spent over ten years until the firm was acquired by Merrill Lynch. With over a quarter of a century of exposure to equity trading, market making, investment banking and investment management under his belt he brings invaluable experience to the portfolio management process.
As we know all too well, sales quotas, commission schedules or proprietary products, in some form or the other, are typically part of the corporate landscape today.While these factors might be desirable in the Institutional setting, Patrick felt that they presented potential conflicts of interest. In order to put the client’s interest first and foremost, and provide impartial and objective advice, the decision was made to establish P.F. Roberts and Associates as a fee-only Financial Advisory firm.
Patrick can be reached at 954-454-7028, or by email at proberts@pfrobertsandassociates.com.