# C.R. Retirement Strategies

C.R. Retirement Strategies is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/corey-d-roberts-b8832120

## Regulatory record

- **CRD number:** 339017
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339017

## About

C.R. Retirement Strategies, LLC is a state-registered investment adviser with $2 million in regulatory assets under management. The firm manages $700,000 on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at C.R. Retirement Strategies?

No named principal or investment committee has been publicly identified. The firm is registered as an RIA, which requires a designated chief compliance officer, but individual names are not visible in widely available public records.

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Last updated: 2026-07-06T01:24:14.786Z

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