Rodrigo Collada (CRD# 4610882) is an Investment Advisor Representative working at Morgan Stanley in Houston, TX and has over 12 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5637067
Valic Financial Advisors, Inc.
CRD# 5757436
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Jul 2022 - Current | 1 |
| Morgan Stanley Smith Barney LLC | Houston, TX | Jul 2022 - Current | 1 |
| Morgan Stanley Smith Barney LLC | Greenwich, CT | Jun 2022 - Jul 2022 | < 1 |
| Citigroup | New York, NY | Sep 2016 - Jun 2022 | 5 |
| Unemployed | New York, NY | Mar 2016 - Sep 2016 | < 1 |
| Sg Americas Securities, LLC | New York, NY | Aug 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- CT
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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