Roberto Guillermo Schwartz
Investment adviser representative at Lifecapital Partners LLC
19 yearsExperience
3 statesRegistered in
$133.2MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Lifecapital Partners LLCNov 2025 to now
- Equitable Advisors, LLCSep 2007 to Nov 2025
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Lifecapital Partners LLC
$133.2MAssets managed
297Clients
3Advisers
Under 1 yearIn 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
- 5415580
- Firm CRD
- 337455