Edwin
Rodriguez
Captrust
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About this Advisor
Edwin Rodriguez is a financial advisor based in Boca Grande, Florida, working with Captrust. Edwin has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Crescent Capital Consulting, LLC, Unemployed/Retired, and Capfinancial Partners, LLC. (Captrust). Edwin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Louisiana, and Texas. Currently, Edwin is part of Captrust, which operates out of Boca Grande, Florida. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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
Capfinancial Partners, LLC. (Captrust)
Crescent Capital Consulting, LLC
Unemployed/Retired
Bank Of America,N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
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
Sanford, NC
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New Hyde Park, NY
San Antonio, TX
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Wenatchee, WA
Birmingham, AL
Phoenix, AZ
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