Dimitri
Rodrigo
Frec
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About this Advisor
Dimitri Rodrigo is a financial advisor based in Brookline, Massachusetts, working with Frec. Dimitri has previously held positions at Ustocktrade Securities, Inc, Wheaton College, Samuel French Inc, M1 Finance, Frec Markets, Inc, Frec Securities LLC, and Frec Advisers LLC. Dimitri has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Dimitri is part of Frec, which operates out of Brookline, Massachusetts. The firm has 3 employees and manages assets totaling $8.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Frec includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Frec Brokerage Details
$8,406,120
3
93
$90,388
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Dimitri Rodrigo Work History
Frec Advisers LLC
Frec Markets, Inc
Frec Securities LLC
Ustocktrade Securities, Inc
M1 Finance
Ustocktrade Securities, Inc
Samuel French Inc
Wheaton College
Disclosures
Please visit the SEC profile of Dimitri Rodrigo 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 Frec
San Francisco, CA
Brookline, MA
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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.
