Rodel Corriente (Sy) LLC
RIASEC Registered
Total AUM
$11M
Discretionary
$11M
100% of AUM
Avg account
$917K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 154210
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rodel Corriente (Sy) LLC is a small, individually owned limited liability company that provides portfolio management for individuals and small businesses. The firm uses a performance-based fee arrangement and does not identify as an ESG investor or a multi-state adviser. Its activities are focused on discretionary portfolio management rather than pension consulting or capital allocation to external private vehicles.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Rodel Corriente
Financial AdvisorCRD 1590862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations