Maria Elizabeth Lacasa

KAUFMAN ROSSIN WEALTH

Miami, FL 33133

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CRD#: 5072231

Professional summary

Maria Elizabeth Lacasa, who also goes by Maria Elizabeth Cognigni, is a registered financial advisor currently at KAUFMAN ROSSIN WEALTH, LLC located in Miami, Florida.

Maria Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Maria Elizabeth has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Maria Elizabeth Cognigni

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.

Miami Dade College; not-investment related business; Address is 627 SW 27 Ave Miami, FL 33135; Part time adjunct professor to teach business class ; Started March 2021; 40/hrs per month, none during securities trading hours; Teaches basic finance knowledge, compensated hourly Kaufman Rossin & Co.; non-investment related; 3310 Mary Street, Suite 501 Miami, FL 33133; accounting firm; administrator; Start date 9/2024; Generally 0 hours per month during security trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Elizabeth Lacasa's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 1, 2025 - Present

KAUFMAN ROSSIN WEALTH, LLC

Office #1: 3310 Mary Street Suite 501, Miami, FL 33133

RIA

CRD#: 301921

Miami, FL

Past

October 14, 2022 - October 18, 2024

ACP SECURITIES, LLC

CRD#: 139049

Miami, FL

Past

September 23, 2022 - October 18, 2024

IFB WEALTH MANAGEMENT LLC

RIA

CRD#: 299318

MIAMI, FL

Past

April 23, 2008 - September 9, 2022

AMERANT INVESTMENTS, INC.

RIA

CRD#: 117284

CORAL GABLES, FL

Past

February 1, 2006 - September 9, 2022

AMERANT INVESTMENTS, INC.

CRD#: 117284

CORAL GABLES, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KAUFMAN ROSSIN WEALTH, LLC

CRD#: 301921 / SEC#: 801-122845

RIA

Registered Investment Advisory firm - (12/14/2021 Approved)

Florida

Registered Investment Advisory firm - (9/6/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/1/2025)

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

State Security Law Exam

IAR

Series 66

Date: 8/25/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/31/2006

General Securities Representative Examination

Current Firm

KAUFMAN ROSSIN WEALTH, LLC

CRD#: 301921 / SEC#: 801-122845

RIA

Registered Investment Advisory firm - (12/14/2021 Approved)

Florida

Registered Investment Advisory firm - (9/6/2022 Terminated)

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Contact information

Main Address

3310 Mary Street Suite 501, Miami, FL 33133

Mailing Address

Phone number

(305) 646-6071

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KAUFMAN ROSSIN WEALTH, LLC FORM ADV PART 2 (5/8/2025)

Regulatory assets under management

Total Number of Accounts	457
AUM (Assets Under Management)	$ 302,857,130

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Maria Elizabeth Lacasa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Elizabeth Lacasa's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACP SECURITIES, LLC

IFB WEALTH MANAGEMENT LLC

AMERANT INVESTMENTS, INC.

AMERANT INVESTMENTS, INC.

Primary Firm SEC Registration

KAUFMAN ROSSIN WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2006

SIE

Date: 10/1/2018

Series 7

Date: 1/31/2006

Current Firm

KAUFMAN ROSSIN WEALTH, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KAUFMAN ROSSIN WEALTH, LLC

TRUST BUT VERIFY

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