Kayden Roberts (CRD# 7768088) is an Investment Advisor Representative working at Tannin Capital, LLC in Charlotte, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tannin Capital, LLC | Charlotte, NC | Jun 2023 - Current | < 1 |
| University Of North Carolina, Wilmington | Wilmington, NC | Aug 2019 - May 2023 | 3 |
| Drip Golf | Cary, NC | Nov 2017 - Feb 2023 | 5 |
| Anutra Medical | Mooresville, NC | Jun 2022 - Aug 2022 | < 1 |
| Target | Cary, NC | Dec 2021 - Feb 2022 | < 1 |
| Old Chatham Golf Club | Durham, NC | Oct 2016 - Aug 2018 | 1 |
| Panther Creek High School | Cary, NC | Aug 2015 - Oct 2016 | 1 |
| Mills Park Middle School | Cary, NC | Jun 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- NC
-
Total Assets Under Management362MILLIONS
-
Total Number of Accounts391ACCOUNTS
-
Average Account Value$926,637
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
NC
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