Sanjeev Yadav
Rose Capital Advisors · Miami Beach, Florida
Sanjeev Yadav is a fee-only financial advisor at Rose Capital Advisors in Miami Beach, Florida. Sanjeev focuses on retirement planning, estate & legacy planning and tax planning. Rose Capital Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Rose Capital Advisors |
|---|---|
| Based in | Miami Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $608.3M across 917 accounts |
| SEC registration | Investment adviser representative in MA · CRD 6542521 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.rosecapitaladvisors.com |
How Sanjeev's firm compares
- Rose Capital Advisors's average account is about $663,000, from its Form ADV (assets managed divided by 917 accounts).
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Questions about Sanjeev
Is Sanjeev Yadav a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sanjeev holds no broker registration, and Rose Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sanjeev charge for financial advice?
Sanjeev's firm, Rose Capital Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Sanjeev Yadav based?
Sanjeev Yadav is based in Miami Beach, Florida.
What does Sanjeev specialize in?
Sanjeev's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.
Is Sanjeev Yadav registered with the SEC?
Yes. Sanjeev Yadav is registered as an investment adviser representative in MA (CRD 6542521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rose Capital Advisors manage?
Rose Capital Advisors reports $608.3M across 917 accounts in assets under management.
How do I contact Sanjeev Yadav?
Through Sanjeev's website, www.rosecapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Rose Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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