Roberto Isasi
Investment adviser representative at Portfolio Resources Advisor Group, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$121.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Portfolio Resources Advisor Group, Inc.Sep 2023 to now
- Portfolio Resources Group, Inc.Sep 2023 to now
- UnemployedMay 2023 to Aug 2023
- Davivienda Investment Advisor USA LLCJun 2022 to Apr 2023
- UnemployedAug 2021 to May 2022
- Amerant Bank, N.A.Jan 2012 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Portfolio Resources Advisor Group, Inc.
$121.9MAssets managed
349Clients
11Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4541030
- Firm CRD
- 144601