Investment adviser representative · American Elite Advisory
Robert M. Lozano
CRD 2252680 · Crowley, TX
At a glance
Robert M. Lozano is an investment adviser representative with American Elite Advisory in Crowley, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2019, about 7 years ago.
Current advisory firm
- American Elite AdvisorySince March 2024Crowley, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at American Elite Advisory
- Vernon L. BellCrowley
- Bruce L. SutherlandCrowley · Certified Financial Planner
- James V. ShoresCorpus Christi
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