Unclaimed Profile

Carlos Jose Rodriguez

DRIFTWOOD ADVISORS, LLC·CORAL GABLES, Florida

Clean recordDRIFTWOOD ADVISORS, LLC

255 ALHAMBRA CIR, STE 760, CORAL GABLES, FL 33134CRD# 1406098Firm CRD# 307316

Profile Verification

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

Identity

Carlos Jose Rodriguez · CORAL GABLES, FL

Registration

CRD #1406098 · DRIFTWOOD ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carlos Jose Rodriguez is a registered financial advisor based in CORAL GABLES, Florida, affiliated with DRIFTWOOD ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

DRIFTWOOD ADVISORS, LLC

AUM

$821M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DRIFTWOOD ADVISORS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1406098

Firm CRD# 307316

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carlos Jose Rodriguez offer?

Carlos Jose Rodriguez specializes in Retirement Planning. Contact their office in CORAL GABLES, Florida for a consultation.

What are Carlos Jose Rodriguez's credentials?

Carlos Jose Rodriguez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carlos Jose Rodriguez located?

Carlos Jose Rodriguez is based in CORAL GABLES, Florida, working with DRIFTWOOD ADVISORS, LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does Carlos Jose Rodriguez charge for services?

Carlos Jose Rodriguez's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DRIFTWOOD ADVISORS, LLC?

DRIFTWOOD ADVISORS, LLC has approximately 52 employees and manages $821M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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