Rose Capital Advisors, LLC

Rose Capital Advisors, LLC (CRD# 173054) is a financial advisory firm headquartered in Miami Beach, FL. They manage $543,185,870 in 813 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    543
    MILLION
  • Total Number of Accounts
    813
    ACCOUNTS
  • Average Account Value
    $668,125
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IN, LA, MA, MD, NJ, NY, OH, PA, TX, VA, VT

Financial Advisors at Rose Capital Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Gareth J. Evans
CRD#: 2535299
119 Washington Avenue, Suite 400, Miami Beach, FL 33139

Gareth Evans (CRD# 2535299) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 29 years of experience in the finance industry.

2
Jamel Gordon
CRD#: 5410346
119 Washington Avenue, Suite 400, Miami Beach, FL 33139

Jamel Gordon (CRD# 5410346) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 14 years of experience in the finance industry.

3
Ashley M. Kulju
CRD#: 5898741
119 Washington Avenue, Suite 400, Miami Beach, FL 33139

Ashley Kulju (CRD# 5898741) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 12 years of experience in the finance industry.

4
Roberto L. Lizama
CRD#: 2890871
119 Washington Avenue, Suite 400, Miami Beach, FL 33139

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.

5
Mitchell A. Romano
CRD#: 4831446
119 Washington Avenue, Suite 400, Miami Beach, FL 33139

Mitchell Romano (CRD# 4831446) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 16 years of experience in the finance industry.

6
Michael J. Rose
CRD#: 2954324
119 Washington Avenue, Suite 400, Miami Beach, FL 33139

Michael Rose (CRD# 2954324) 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.

7
Jonathan Binns
CRD#: 6959725
119 Washington Avenue, Suite 400, Miami Beach, FL 33139

Jonathan Binns (CRD# 6959725) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 3 years of experience in the finance industry.

8
Donald R. Payne
CRD#: 7845693
119 Washington Avenue, Suite 400, Miami Beach, FL 33139

Donald Payne (CRD# 7845693) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has 1 year of experience in the finance industry.

9
Brendan M. Reardon
CRD#: 5652384
East Falmouth, MA

Brendan Reardon (CRD# 5652384) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in East Falmouth, MA and has over 13 years of experience in the finance industry.

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