Chuck Roberts (Stifel)

Financial Advisor in the offices of Stifel in New York

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Chuck Roberts stands at the forefront of wealth management as the Managing Director/Investments at Stifel. He also distinguishes himself as a member of Stifel’s Chairman’s Council and as a pivotal leader of The CR Wealth Management Group. Operating from dual bases in New York and Miami Beach, his nine-member team is dedicated to addressing the sophisticated financial needs of a discerning clientele. This roster includes ultra-high-net-worth individuals, expansive family enterprises, dynamic corporations, business proprietors, and institutional entities such as foundations, endowments, and pension plans.

With over 30 years of seasoned expertise in the investment services industry, Chuck Roberts orchestrates a suite of wealth management services, delivering excellence and crafting an outstanding client journey. Under his guidance, The CR Wealth Management Group strives to master the art of comprehensive financial stewardship—encompassing investment strategies, retirement and educational planning, philanthropic engagement, and beyond. The group prides itself for its unwavering commitment to transparency, streamlined strategies, and a superior caliber of client care.

Chuck Roberts' narrative in the financial sector began at Lehman Brothers in 1990, followed by impactful tenures as a managing director at both Morgan Stanley and Smith Barney. His professional transition to Stifel in 2016 marked the continuation of an illustrious career path.

Academically, Mr. Roberts is an alumnus of Stony Brook University, where he earned a Bachelor of Science in Business Management and Economics. His personal life is rooted in Miami Beach, where he cherishes moments with his wife, their three children, and two beloved dogs. Beyond the world of finance, Chuck finds pleasure in globe-trotting, with favorite destinations including St. Barts and Mykonos, and passionately supports the Miami Heat as a devoted season ticket holder.

For 2022 qualification, Stifel’s Chairman’s Council consisted of 359 of the firm’s top producing financial advisors for among its approximately 2,300 financial advisors across the nation.

  • Work
    • Stifel
  • Education
    • Stony Brook University