Dimitri
Rodrigo

Frec

CRD#6572840
Investment Advisor
in Brookline, MA

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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

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Brookline, MA

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Frec Brokerage Details

Total Assets Under Management

$8,406,120

MA Average: $7,578,581,321
Total Number of Employees

3

MA Average: 43
Total Number of Accounts

93

MA Average: 3,727
Average Account Size

$90,388

MA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Dimitri Rodrigo Work History

2024 - Present (1 year)

Frec Advisers LLC

2022 - Present (3 years)

Frec Markets, Inc

2022 - Present (3 years)

Frec Securities LLC

2020 - 2020 (< 1 year)

Ustocktrade Securities, Inc

2020 - 2022 (2 years)

M1 Finance

2015 - 2020 (5 years)

Ustocktrade Securities, Inc

2014 - 2014 (< 1 year)

Samuel French Inc

2011 - 2015 (4 years)

Wheaton College

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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

Ashley Rodabaugh
San Francisco, CA
Dimitri Rodrigo
Brookline, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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