Rodrigo A. Nevado

AMORETTI WOLLMAN CAPITAL MANAGEMENT

San Francisco, CA 94105

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CRD#: 4254614

Professional summary

Rodrigo Arturo Nevado, who also goes by Rodrigo Artaro Nevado, is a registered financial advisor currently at AMORETTI WOLLMAN CAPITAL MANAGEMENT located in San Francisco, California.

Rodrigo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Rodrigo has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rodrigo Artaro Nevado

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.

1) ORG NAME: MONTENEGRO ENTERPRISES, LLC (DBA: BLACK HILL VENTURES) | INVST REL: NO | ORG ADDR: 474 45TH AVE. SAN FRANCISCO, CA 94121 | NATURE OF BUS: CONSULTING COMPANY | TITLE: MANAGING PARTNER | START DT: 11/04/2014 | TOTAL HRS P/M: 88| DUTIES: OPERATIONAL CONSULTING, BRANDING CONSULTING, AND BUSINESS DEVELOPMENT. 2) ORG NAME: 9059822 CANADA INC. (DBA: CANADIAN HEALTH LABS) | INVST REL: NO | ORG ADDR: 3-1870 ALBION ROAD, ETOBICOKE, ON, M9W 5T2, CANADA | NATURE OF BUS: THIS IS A CONSULTING ROLE FOCUSED ON THE LOGISTICS OF MOVING TRAVELING-NURSES THROUGHOUT CANADA AND ABROAD INTO DESIGNED ROLES WITHIN HEALTH AUTHORITIES IN ATLANTIC CANADA | TITLE: DIRECTOR OF OPERATIONS | START DT: 12/2022 | TOTAL HRS P/M: 100 | DUTIES: OPERATIONAL CONSULTING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rodrigo Arturo Nevado's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 4, 2023 - Present

AMORETTI WOLLMAN CAPITAL MANAGEMENT

Office #1: 575 Market Street 4th Floor, San Francisco, CA 94105

RIA

CRD#: 315111

San Francisco, CA

Past

January 24, 2001 - November 16, 2001

ROBERTSON STEPHENS, INC.

CRD#: 41271

SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/4/2023)

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

State Security Law Exam

IAR

Series 65

Date: 9/2/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/29/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/23/2001

General Securities Representative Examination

Current Firm

AMORETTI WOLLMAN CAPITAL MANAGEMENT

AMORETTI WOLLMAN CAPITAL MANAGEMENT | INTENT INVESTMENT MANAGEMENT

CRD#: 315111 / SEC#:

California

Registered Investment Advisory firm - (8/19/2021 Approved)

Texas

Registered Investment Advisory firm - (11/27/2024 Conditional Restricted)

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Contact information

Main Address

575 Market Street 4th Floor, San Francisco, CA 94105

Mailing Address

575 Market Street 4th Floor, San Francisco, CA 94105

Phone number

(415) 717-2661

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	233
AUM (Assets Under Management)	$ 21,524,170

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Rodrigo A. Nevado

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rodrigo Arturo Nevado's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMORETTI WOLLMAN CAPITAL MANAGEMENT

ROBERTSON STEPHENS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2023

Series 66

Date: 3/29/2001

Series 7

Date: 1/23/2001

Current Firm

AMORETTI WOLLMAN CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMORETTI WOLLMAN CAPITAL MANAGEMENT

TRUST BUT VERIFY

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