Roberto Isasi has been an investment adviser representative at Portfolio Resources Advisor Group since September 2023, and is not listed among the firm’s executive officers or direct owners.
Portfolio Resources Advisor Group, Inc. is a Coral Gables, FL firm with $122M under management, 349 clients and 15 advisers across 11 offices, as of its October 2025 filing.
Roberto Isasi has more than 25 years of experience in financial and investment advisory. He led companies and departments for the Mercantil and Davivienda financial groups across Latin America, Europe and the United States, covering market analysis, product management and investment strategies, and held managerial roles in investment companies and in private, personal and commercial banking.
Roberto Isasi’s longest registration was 15 years at Amerant Investments, Inc. (2004–2020). Before joining Portfolio Resources Advisor Group in 2023, Roberto Isasi was registered through Davivienda Advisors and Amerant Investments, Inc.
- – present · 3 yearsWeston, FL · Adviser representative · Firm CRD 144601
- Davivienda Advisors– · under a yearWeston, FL · Adviser representative · Firm CRD 319755
- Amerant Investments, Inc.– · 15 yearsCoral Gables, FL · Adviser representative · Firm CRD 117284
Investment adviser representative registrations
Roberto Isasi is registered as an investment adviser representative in 2 states. The first approvals date from September 2023; the most recent is Texas, in September 2024.
- FloridaSince 18 September 2023
- TexasSince 24 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 3 August 2022 |
| Series 7TO | General Securities Representative Examination | 3 August 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 29 September 2003 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 22 September 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 January 2003 |
| Series 7 | General Securities Representative Examination | 20 January 2003 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4541030
- Firm
- Portfolio Resources Advisor Group · CRD 144601
- Office
- Weston, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- isasiwealth.com
Where does Roberto Isasi work?
Roberto Isasi is an investment adviser representative registered through Portfolio Resources Advisor Group, Inc. since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Roberto Isasi a financial advisor?
Yes. Roberto Isasi has a current investment-adviser registration in Florida and Texas, through Portfolio Resources Advisor Group since September 2023.
How many years of experience does Roberto Isasi have?
Roberto Isasi has 19 years in the financial industry, since October 2006, across 3 adviser firms.
What exams has Roberto Isasi passed?
Roberto Isasi has passed 6 licensing exams: the Series 7, Series 63, Series 10, Series 9, Series 24 and Series 7TO. The earliest, the Series 7, was passed in January 2003. FINRA credited Roberto Isasi with the SIE, which began in October 2018.
Where did Roberto Isasi work before Portfolio Resources Advisor Group?
Before Portfolio Resources Advisor Group, Roberto Isasi was registered through Davivienda Advisors, February 2023 to April 2023; Amerant Investments, Inc., November 2004 to March 2020.
Where is Roberto Isasi based?
Roberto Isasi’s registered office is in Weston, FL.
Is Roberto Isasi registered with FINRA?
Yes. Roberto Isasi has a current broker registration, under CRD 4541030.
Source: FINRA BrokerCheck
How can I verify Roberto Isasi’s record?
Search CRD 4541030 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Roberto Isasi’s full registration record.