ER
ER

Eduardo Eugenio Rodriguez

19 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
148 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$225.1M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

1221 Brickell Avenue, Suite 200, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eduardo is an Investment Adviser Representative with Intercam Advisors, Inc., dedicating about a quarter of his time to this role. He also has 20% ownership in Prxima Companies LLC, an AI consulting firm, spending about 10-20% of his time on this venture.

Employment History
Current Registrations
Stonex International Advisors INC
May 2011 - Present · 14 yrs 9 mos
Stonex International Securities INC.
January 2011 - Present · 15 yrs 1 mo
Stonex International Securities INC.Broker
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
Banorte Securities International, LTD.Broker
August 2001 - May 2006 · 4 yrs 9 mos
State Registrations9 states
AZCACOFLGANYOKSDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.