Edwin
Rodriguez

Captrust

CRD#402367
Investment Advisor
in Boca Grande, FL

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About this Advisor

Edwin Rodriguez is a financial advisor who works out of Boca Grande, Florida with 1 year of industry experience. Rodriguez is currently employed by Captrust. Over the course of their career, Rodriguez has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Crescent Capital Consulting, LLC, Unemployed/Retired and Capfinancial Partners, LLC. (Captrust). Rodriguez has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Louisiana and Texas. Captrust is a company headquartered in Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 financial advisors. It manages $715 billion in assets under management between its 76,254 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 136 charitable organizations. Of its 76,254 accounts, 33% belong to high-net-worth investors who have more than $1 million in investable assets. Captrust provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial management fees largely vary depending on which service is provided. Fee types charged by Captrust may include some blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

Boca Grande, FL

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Captrust Brokerage Details

Total Assets Under Management

$714,587,898,072

FL Average: $3,625,019,099
Total Number of Employees

1,338

FL Average: 22
Total Number of Accounts

76,254

FL Average: 1,917
Average Account Size

$9,371,153

FL Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Edwin Rodriguez Work History

Edwin has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Capfinancial Partners, LLC. (Captrust)

2020 - 2021 (1 year)

Crescent Capital Consulting, LLC

2018 - 2020 (2 years)

Unemployed/Retired

2011 - 2018 (7 years)

Bank Of America,N.A

1982 - 2018 (36 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edwin 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 Captrust

Kimberly Elliott
Montgomery, AL
Erica Blomgren
Raleigh, NC
Carol Romney
Phoenix, AZ
Vivian Houchens
Raleigh, NC
Adam Powell
Clarkston, MI
Wade Bilbrey
Brentwood, TN
Edward Bock
Akron, OH
Errol Hau
Raleigh, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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