Elvis Rodriguez (CRD# 3129852) is an Investment Advisor Representative working at Sky Alpha Asset Advisors LLC in Boca Raton, FL and has over 25 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sky Alpha Asset Advisors LLC | Boca Raton, FL | Jun 2023 - Current | < 1 |
| Newvbridge Securities Corporation | Ft Lauderdale, FL | Dec 2014 - Jun 2023 | 8 |
| International Assets Investment Management | Orlando, FL | May 2013 - Dec 2014 | 1 |
| Cbg Financial Group, Inc. | Boca Raton, FL | Sep 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management207MILLIONS
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Total Number of Accounts289ACCOUNTS
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Average Account Value$717,538
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, NY, TX
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