Robert Manuel Lozano
Professional Summary
Robert Manuel Lozano, who also goes by Robert Manuel Lozano, Robert Lozano, Roberto Manuel Lozano, is a registered financial advisor currently at AMERICAN ELITE ADVISORY located in Ormond Beach, Florida. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Robert has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert Manuel Lozano, Robert Lozano, Roberto Manuel Lozano
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICAN ELITE ADVISORY | TEXAS ELITE ADVISORY, LLC
Contact Information
Main Address
Crowley, TXPhone Number
(972) 437-8960# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
183AUM (Assets Under Management)
$20,126,416Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(3/28/2024)
(3/3/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Manuel Lozano's CRS (Customer Relationship Summary).
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