Mitchell Romano
Mitchell Romano is a registered investment advisor at Rose Capital Advisors, LLC, based in Miami Beach, FL, with 18 years of industry experience. Mitchell 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 (1)
Regulatory
July 2005Other Business Activities
Mitchell is the Director of Operations for Rose Capital Advisors, a registered investment advisory business. This activity takes Mitchell a full-time commitment.
Employment History
Current Registrations
Rose Capital Advisors, LLC
Saxony Securities, INC.Broker
Previous Registrations
Dominick & Dominick LLC
Dominick & Dominick LLCBroker
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.