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 an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management services for individuals and small businesses and charges performance-based fees as part of its compensation structure. According to the filing, it does not position itself as an ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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