Robert Rossi has been an investment adviser representative at R2 Capital Strategies since December 2025, and is not listed among the firm’s executive officers or direct owners. Robert Rossi studied at the University of Nebraska–Lincoln.
R2 Capital Strategies, LLC is a Lincoln, NE firm with $236M under management, 430 clients and 3 advisers across 3 offices, as of its April 2026 filing.
Robert J. Rossi is listed among the associates of R2 Wealth Management Partners in Lincoln, NE. Rossi co-founded Rossi Financial Services in 1995 and, with Linda Rossi, consolidated the office with Andrew Pool in 2014.
Robert Rossi’s longest registration was 15 years at FSC Securities Corporation (2000–2016). Before joining R2 Capital Strategies in 2025, Robert Rossi was registered through R2 Wealth Management Partners and FSC Securities Corporation.
- – present · under a yearLincoln, NE · Adviser representative · Firm CRD 338490
- R2 Wealth Management Partners– · 10 yearsLas Vegas, NV · Adviser representative · Firm CRD 282055
- FSC Securities Corporation– · 15 yearsLincoln, NE · Adviser representative · Firm CRD 7461
Professional designations
Listed by R2 Capital Strategies
- CFP®
- ChFC®
Investment adviser representative registrations
Robert Rossi is registered as an investment adviser representative in 2 states. Each was approved in December 2025.
- NebraskaSince 1 December 2025
- TexasSince 1 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 7 December 2009 |
| Series 24 | General Securities Principal Examination | 25 July 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2003 |
| Series 7 | General Securities Representative Examination | 12 October 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 November 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 November 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert J Rossi
- CRD
- 2972148
- Firm
- R2 Capital Strategies · CRD 338490
- Office
- 6940 O STREET, SUITE 300, Lincoln, NE 68510
- Registration
- Investment adviser registration
- In the industry since
- June 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- r2wealth.com
Where does Robert Rossi work?
Robert Rossi is an investment adviser representative registered through R2 Capital Strategies, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Robert Rossi a financial advisor?
Yes. Robert Rossi has a current investment-adviser registration in Nebraska and Texas, through R2 Capital Strategies since December 2025.
How many years of experience does Robert Rossi have?
Robert Rossi has 27 years in the financial industry, since June 1999, across 3 adviser firms.
What exams has Robert Rossi passed?
Robert Rossi has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 65, Series 24 and Series 53. The earliest, the Series 6, was passed in November 1997. FINRA credited Robert Rossi with the SIE, which began in October 2018.
Where did Robert Rossi work before R2 Capital Strategies?
Before R2 Capital Strategies, Robert Rossi was registered through FSC Securities Corporation, September 2000 to February 2016.
Where is Robert Rossi based?
Robert Rossi’s registered office is in Lincoln, NE.
Is Robert Rossi registered with FINRA?
No. Robert Rossi has no current broker registration.
Is Robert Rossi a CFP?
R2 Capital Strategies lists Robert Rossi with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Robert Rossi’s record?
Search CRD 2972148 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Rossi’s full registration record.
