Advisor at American Elite Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
American Elite Advisory
Location
Ormond Beach, FL
Credentials
Series 63, Series 65
Industry experience
6 years
Robert Lozano is a financial advisor at American Elite Advisory with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Royal Fund Management, LLC. Outside of his advisory role, he is an independent insurance agent focusing on life insurance, long-term care, and fixed annuities. Lozano also has a background as a Customer Experience Specialist and trainer in the Latin American Division at Federal Express Corporation. American Elite Advisory provides discretionary portfolio management and account supervisory services to individual and high-net-worth investors. The firm combines a fundamental value-oriented approach with technical and quantitative strategies, offering customized portfolios through separately managed accounts and access to third-party programs.
Based on American Elite Advisory
$0+: 2.00% annually for separately managed accounts by AEA (negotiable) $0+: 1.10% annually of AssetMark program fee (fees per AssetMark schedule, negotiable) $0+: 1.00% annually for American Funds (not negotiable) $0+: Up to 1.50% annually for fee-based fixed index and variable annuity products through Jackson National Life Insurance Company (negotiable)
Fee-only: Management fees as percentage of AUM; no commissions accepted
Ormond Beach, FL
Florida · Texas
American Elite Advisory
2022 - Present (4 years)
Royal Fund Management, LLC
2019 - 2022 (3 years)
Federal Express Corporation
2018 - Present (8 years)
Robert Lozano
2017 - 2024 (7 years)
Federal Express Corporation
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Ormond Beach, FL
Seth Heine LLC
Series 63, Series 65
Ormond Beach, FL
Paracca Financial Group
Series 63
Daytona Beach, FL
Ashford Investment Advisors
Series 66
Ormond Beach, FL
Plan to Prosper Wealth Management
Series 66
Ormond Beach, FL
Storms & Rowdon Financial Services, Inc.
Series 65
Port Orange, FL
Bert Reames Investment Advisors, Inc.
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