Rose Capital Advisors, LLC
Rose Capital Advisors, LLC (CRD# 173054) is a financial advisory firm headquartered in Miami Beach, FL. They manage $409,592,596 in 669 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management410MILLION
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Total Number of Accounts669ACCOUNTS
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Average Account Value$612,246
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, FL, GA, IN, LA, MA, NJ, NY, OH, TX, VT
Gareth Evans (CRD# 2535299) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 28 years of experience in the finance industry.
Jamel Gordon (CRD# 5410346) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 13 years of experience in the finance industry. Jamel Gordon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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.
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.
Mitchell Romano (CRD# 4831446) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 15 years of experience in the finance industry.
Michael Rose (CRD# 2954324) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 25 years of experience in the finance industry. Michael Rose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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.
Brendan Reardon (CRD# 5652384) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in East Falmouth, MA and has over 12 years of experience in the finance industry.