Rodrigo Rego, financial advisor Coral Gables FL
93 score

Rodrigo Rego

CRD Number: 4596048
Current Firm: Genesis Investment Advisors, LLC

Rodrigo Rego (CRD# 4596048) is an Investment Advisor Representative working at Genesis Investment Advisors, LLC in Coral Gables, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Genesis Fund Management LLC Coral Gables, FL Jun 2010 - Current 6
Genesis Investment Advisors LLC Coral Gables, FL Mar 2005 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2002
Contact Info for Rodrigo D. Rego
Phone Number: 786 866 3700
Firm Website: http://genesisia.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    657
    MILLIONS
  • Total Number of Accounts
    527
    ACCOUNTS
  • Average Account Value
    $1,246,963
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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