Elvis Rodriguez
Elvis Rodriguez is a ChFC-designated registered investment advisor at Sky Alpha Asset Advisors, based in Boca Raton, FL, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 318 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sky Alpha Asset Advisors manages investment portfolios for a fee based on a percentage of the assets in your account, up to 2%. The annual fee is billed quarterly in advance. The fee is negotiable depending on your individual circumstances. Sky Alpha will deduct the fee directly from your account with written authorization.
Location
7284 W Palmetto Pk Rd, Suite 108, Boca Raton, FL, 33433
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2002Criminal
May 1998Other Business ActivitiesSells Insurance
Elvis is the president of Sandryel Financial Holdings, though this is strictly for tax purposes and requires minimal time. He is also an insurance agent for a fixed insurance business since 2017.
Employment History
Current Registrations
Sky Alpha Asset Advisors
Previous Registrations
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
International Assets Investment Management, LLC
Cbg Wealth Management
Iaa Financial LLCBroker
Gunnallen Financial, INCBroker
Continental Broker-Dealer CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.