Roberto Lizama, financial advisor Miami Beach FL

Roberto Lizama

CRD Number: 2890871
Current Firm: Rose Capital Advisors, LLC

Roberto Lizama (CRD# 2890871) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 26 years of experience in the finance industry.

Similar Advisors
Mario Yngerto, financial advisor Miami Beach FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Hans Abate, financial advisor Miami Beach FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Similar Advisors
Denise Abi-Fadel, financial advisor Miami Beach FL
Denise M. Abi-Fadel
CRD# 4396600
Mml Investors Services, LLC
Company Name Location Dates Years
Rose Capital Advisors, Llc Dba Wealth Capital Partners Miami, FL Mar 2020 - Current 3
Saxony Securities St. Louis, MO Jan 2020 - Current 3
Msp Recovery, LLC Coral Gables, FL Feb 2017 - Current 6
Investment Placement Group San Diego, CA Sep 2016 - Oct 2019 3
Ipg Investment Advisors, LLC San Diego, CA Sep 2016 - Oct 2019 3
Wunderlich Securities, Inc. Memphis, TN Jan 2015 - Sep 2016 1
Dominick & Dominick LLC Miami, FL Sep 2004 - Jan 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for Roberto L. Lizama
Phone Number: 305-534-7673
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.