Daniel
Rodriguez
Snowden Capital Advisors LLC
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About this Advisor
Daniel Rodriguez is a financial advisor based in Miami, Florida, working with Snowden Capital Advisors LLC. Daniel has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Snowden Lane Partners. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Illinois, New Jersey, and Texas. Currently, Daniel is part of Snowden Capital Advisors LLC, which operates out of Miami, Florida. The firm has 15 offices and 148 employees. The firm manages assets totaling $5.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Snowden Capital Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Snowden Capital Advisors LLC Brokerage Details
$5,932,368,220
148
9,455
$627,432
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Rodriguez Work History
Snowden Lane Partners
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Daniel Rodriguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Snowden Capital Advisors LLC
New Haven, CT
New York, NY
Pittsburgh, PA
Miami, FL
Miami, FL
Miami, FL
New York, NY
New York, NY
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