Fernando Barroso Rodriguez

Invex Advisors LLC

12 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Invex Advisors LLC

Compensation

Fee-Only (AUM)

Firm Size

5 advisors

Number of Clients

76 clients

Average Client Portfolio

$8.7M average

Assets Under Management

$659.6M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

2 Alhambra Plaza, Ste. Ph Ii, Coral Gables, FL, 33134

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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.

Employment History

Current Registrations

Invex Advisors LLC

June 2020 - Present · 5 yrs 8 mos

Invex, LLC.Broker

February 2014 - Present · 12 yrs

Previous Registrations

Mora Wm SecuritiesBroker

November 2012 - February 2014 · 1 yr 3 mos

State Registrations3 states

FLNYTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.