Unclaimed Profile

Cecilio Manuel Rodriguez

COMVEST ADVISORS LLC·WEST PALM BEACH, Florida

Clean recordCOMVEST ADVISORS LLC

360 S. ROSEMARY, WEST PALM BEACH, FL 33401CRD# 4901911Firm CRD# 160753

Profile Verification

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

Identity

Cecilio Manuel Rodriguez · WEST PALM BEACH, FL

Registration

CRD #4901911 · COMVEST ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Cecilio Manuel Rodriguez is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with COMVEST ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Cecilio

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cecilio is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

COMVEST ADVISORS LLC

AUM

$4.3B

Regulatory assets under management

Employees

111

Total firm employees

View all advisors at COMVEST ADVISORS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4901911

Firm CRD# 160753

View on FINRA BrokerCheck →

Looking for a financial advisor in WEST PALM BEACH?

Browse all registered financial advisors in WEST PALM BEACH, Florida or claim this profile if it's yours.

Browse WEST PALM BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Cecilio Manuel Rodriguez offer?

Cecilio Manuel Rodriguez specializes in Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.

What are Cecilio Manuel Rodriguez's credentials?

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

Where is Cecilio Manuel Rodriguez located?

Cecilio Manuel Rodriguez is based in WEST PALM BEACH, Florida, working with COMVEST ADVISORS LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.

How does Cecilio Manuel Rodriguez charge for services?

Cecilio Manuel 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 COMVEST ADVISORS LLC?

COMVEST ADVISORS LLC has approximately 111 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →