Morgan Stanley
46yrs
Top advisor by experience in Fort Lauderdale
11yrs
Kevin Lancey
Financial advisor at Roschman Capital Advisors
Kevin Lancey is a fiduciary financial advisor in Fort Lauderdale, Florida, with 11 years in the industry. Kevin joined Roschman Capital Advisors in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 1190 advisors with offices in Fort Lauderdale, and one of 1104 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office6300 NE 1st Ave Suite 200, Fort Lauderdale, FL 33334
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$9,604
States licensed ?1 state
Services through Roschman Capital Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2016 – nowRoschman Capital Advisors, LLCCurrent firm
Contact Kevin
(954) 343-2466Roschman Capital Advisors main office 6300 NE 1st Ave Suite 200Fort Lauderdale, FL 33334Office · Get directions Firm websiteroschmancapitaladvisors.com
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Questions to ask Kevin
Tailored to Kevin’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kevin
How do I contact Kevin?
Call Roschman Capital Advisors at (954) 343-2466 and ask for Kevin Lancey. Kevin works from the Fort Lauderdale, FL office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Kevin hold?
Series 65. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Roschman Capital Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Kevin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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