Unclaimed Profile

Elvis Amable Rodriguez

SKY ALPHA ASSET ADVISORS LLC·BOCA RATON, Florida

SIE, Series 4, Series 7, Series 24, Series 63, Series 65ChFC13 years registeredSKY ALPHA ASSET ADVISORS LLC

7284 W PALMETTO PK RD, BOCA RATON, FL 33433CRD# 3129852Firm CRD# 295839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elvis Amable Rodriguez · BOCA RATON, FL

Registration

CRD #3129852 · SKY ALPHA ASSET ADVISORS LLC · 13 years registered

Brand Profile

Not yet started

Career History

SKY ALPHA ASSET ADVISORS

Jun 2023 – present

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Jan 2015 – Jun 2023

DAVIE, FL

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 2013 – Jan 2015

ORLANDO, FL

CBG WEALTH MANAGEMENT

Mar 2013 – Jul 2013

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 21, 2013

Years registered · 13

Professional designation · ChFC

Disclosure History

2002Customer Dispute·Settled

1998Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SKY ALPHA ASSET ADVISORS LLC

CRD 295839 · SEC 801-113000

AUM

$207M

Regulatory assets under management

Employees

289 client accounts

Services offered by SKY ALPHA ASSET ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SKY ALPHA ASSET ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Elvis Amable Rodriguez offer?

Elvis Amable Rodriguez specializes in Financial Planning, Investment Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Elvis Amable Rodriguez's credentials?

Elvis Amable Rodriguez holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Elvis Amable Rodriguez located?

Elvis Amable Rodriguez is based in BOCA RATON, Florida, working with SKY ALPHA ASSET ADVISORS LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Elvis Amable Rodriguez charge for services?

Elvis Amable Rodriguez's firm is compensated through percentage of aum, performance-based fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SKY ALPHA ASSET ADVISORS LLC?

SKY ALPHA ASSET ADVISORS LLC has approximately 3 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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