Alejandro Rodriguez, financial advisor Coral Gables FL

Alejandro Rodriguez

CRD Number: 6409753
Current Firm: Vicus Capital, Inc.

Alejandro Rodriguez (CRD# 6409753) is an Investment Advisor Representative working at Vicus Capital, Inc. in Coral Gables, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Vicus Capital, Inc. State College, PA Aug 2023 - Current < 1
Zenith Point Wealth Management LLC Coral Gables, FL Aug 2023 - Current < 1
Jp Morgan Chase Bank, N.a. Miami Beach, FL May 2018 - Aug 2023 5
Jp Morgan Securities, LLC Miami Beach, FL May 2018 - Aug 2023 5
Morgan Stanley Private Bank, National Association Boca Raton, FL Feb 2015 - May 2018 3
Morgan Stanley Boca Raton, FL Oct 2014 - May 2018 3
Total Bank Miami, FL Oct 2012 - Sep 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Alejandro J. Rodriguez
Phone Number: 855-558-4287
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,255
    MILLIONS
  • Total Number of Accounts
    8,430
    ACCOUNTS
  • Average Account Value
    $267,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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