Roberto Lizama
Roberto Lizama is a registered investment advisor at Rose Capital Advisors, LLC, based in Miami Beach, FL, with 28 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 386 clients with $660M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting services are offered at a negotiable hourly rate up to $500/hour or a fixed fee up to $20,000 per quarter, depending on the scope and complexity of the services.
Location
119 Washington Avenue, Suite 400, Miami Beach, FL, 33139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roberto is involved in several outside business activities. He operates under Wealth Capital Partners, LLC for investment-related activities, manages data onboarding and analysis for MSP Recovery, LLC (taking nearly full-time), and is an independent licensed insurance agent selling life and variable annuities.
Employment History
Current Registrations
Rose Capital Advisors, LLC
Saxony Securities, INC.Broker
Previous Registrations
Investment Placement GroupBroker
Ipg Investment Advisors, LLC
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Dominick & Dominick LLC
Dominick & Dominick LLCBroker
First Security Investments, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.