LR
LR

Leonardo Rodriguez-Rodriguez

3 Years of Experience

Leonardo Rodriguez-Rodriguez is a registered investment advisor at Keyes, Stange & Wooten Wealth Management, LLC, based in Daytona Beach, FL, with 3 years of industry experience. Leonardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 407 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$400.1M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1825 Business Park Blvd., Suite E, Daytona Beach, FL, 32114

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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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Employment History
Current Registrations
Keyes, Stange & Wooten Wealth Management, LLC
February 2025 - Present · 1 yr 2 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2023 - May 2024 · 6 mos
Nylife Securities LLCBroker
December 2022 - November 2023 · 11 mos
Charles Schwab & CO., INC.Broker
July 2022 - November 2022 · 4 mos
Fidelity Brokerage Services LLCBroker
March 2021 - April 2022 · 1 yr 1 mo
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.