Janet Rodriguez
Janet Rodriguez is a CFA-designated registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 15 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 438 clients with $1.9B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Janet is a member of the Planning Committee and Peer Engagement Committee for 100 Women in Finance, dedicating minimal time quarterly. She also provides dog-sitting services on a weekend, holiday, or seasonal basis, starting in December 2022.
Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
Efg Capital InternationalBroker
Previous Registrations
Efg Capital International CORP.
Efg Capital Advisors INC.
Bulltick Securities, LLCBroker
Bulltick, LLCBroker
State Registrations1 state
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