Daniel Eugene Rodriguez
Professional Summary
Daniel Eugene Rodriguez, who also goes by Danny Rodriguez, is a registered financial advisor currently at SENSUS WEALTH MANAGEMENT GROUP LLC located in San Antonio, Texas. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Daniel has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Danny Rodriguez
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
OPCION ADVISORS LLC | SENSUS WEALTH MANAGEMENT GROUP LLC | OPCION MANAGEMENT LLC
Contact Information
Main Address
8000 Ih 10 West Suite 1500, San Antonio, TX 78230Mailing Address
8000 Ih 10 West Suite 1500, San Antonio, TX 78230Phone Number
(210) 735-4000# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
132AUM (Assets Under Management)
$32,532,447Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(10/7/2013)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1997About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Eugene Rodriguez's CRS (Customer Relationship Summary).
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