Roberto Schwartz has been Managing Partner of LifeCapital Partners since June 2025, is a control person of the firm and directly owns under 5% of it. Roberto Schwartz holds an MBA from Robert H. Smith School of Business, University of Maryland.
Lifecapital Partners LLC is a New York, NY firm with $133M under management, 297 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Roberto Schwartz is Managing Partner of LifeCapital Partners. He began his financial planning career nearly 20 years ago, starting as a commodity trader for the New York Board of Trade, and became an advisor in 2007. In 2017 he created LifeCapital Partners with Juan Lebrija and his brother Eduardo, and he also served as a Managing Partner and member of the advisory firm's investment and financial planning committees.
Roberto Schwartz’s longest registration was 16 years at Equitable Advisors, LLC (2009–2025). Before joining LifeCapital Partners in 2025, Roberto Schwartz was registered through Equitable Advisors, LLC.
- Lifecapital Partners LLCCurrent– present · under a yearNew York, NY · Adviser representative · Firm CRD 337455
- Equitable Advisors, LLC– · 16 yearsNew York, NY · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Roberto Schwartz is registered as an investment adviser representative in 3 states. Each was approved in November 2025.
- New JerseySince 25 November 2025
- New YorkSince 21 November 2025
- TexasSince 21 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 October 2007 |
| Series 7 | General Securities Representative Examination | 10 October 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Roberto Guillermo Schwartz
- CRD
- 5415580
- Firm
- LifeCapital Partners · CRD 337455
- Role
- Managing Partner
- Office
- 125 PARK AVENUE, New York, NY 10017
- Registration
- Investment adviser registration
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifecapital-partners.com
Where does Roberto Schwartz work?
Roberto Schwartz has been Managing Partner of Lifecapital Partners LLC since June 2025, and is a control person of the firm.
Is Roberto Schwartz a financial advisor?
Yes. Roberto Schwartz has a current investment-adviser registration in New Jersey, New York and Texas, through LifeCapital Partners since November 2025.
How many years of experience does Roberto Schwartz have?
Roberto Schwartz has 19 years in the financial industry, since October 2007, across 2 adviser firms.
What exams has Roberto Schwartz passed?
Roberto Schwartz has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2007. FINRA credited Roberto Schwartz with the SIE, which began in October 2018.
Where is Roberto Schwartz based?
Roberto Schwartz’s registered office is in New York, NY.
Is Roberto Schwartz registered with FINRA?
No. Roberto Schwartz has no current broker registration.
How can I verify Roberto Schwartz’s record?
Search CRD 5415580 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Roberto Schwartz’s full registration record.
