Mitchell
Romano
Rose Capital Advisors, LLC
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About this Advisor
Mitchell Romano is a financial advisor based in Miami Beach, Florida, working with Rose Capital Advisors, LLC. Mitchell has previously held positions at Dominick & Dominick LLC, Saxony Securities, and Rose Capital Advisors, LLC. Mitchell has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Mitchell is part of Rose Capital Advisors, LLC, which operates out of Miami Beach, Florida. The firm has 2 offices and 10 employees. The firm manages assets totaling $543.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Rose Capital Advisors, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rose Capital Advisors, LLC Brokerage Details
$543,185,870
10
813
$668,125
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Mitchell Romano Work History
Rose Capital Advisors, LLC
Saxony Securities
Rose Capital Advisors, LLC
Dominick & Dominick LLC
Disclosures
Please visit the SEC profile of Mitchell Romano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rose Capital Advisors, LLC
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
East Falmouth, MA
Miami Beach, FL
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