ER

Eduardo E. Rodriguez

STONEX INTERNATIONAL ADVISORS
Miami, FL
Some features on this profile are disabled
CRD#: 4319000
ER

Professional summary


Eduardo Eugenio Rodriguez, who also goes by Eduardo Rodrigez, Eduardo Rodriguez, Eduardo Rodriguez Davila, is a registered financial advisor currently at STONEX INTERNATIONAL ADVISORS INC located in Miami, Florida and STONEX INTERNATIONAL SECURITIES INC. located in Miami, Florida.

Eduardo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Eduardo has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 24 and Series 4 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Eduardo Rodrigez | Eduardo Rodriguez | Eduardo Rodriguez Davila

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Eduardo Eugenio Rodriguez's CRS (Customer Relationship Summary).
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

May 3, 2011 - Present

STONEX INTERNATIONAL ADVISORS INC

Office #2: 1221 Brickell Avenue Suite 200, Miami, FL 33131
RIA
CRD#: 153799
Miami, FL
Current

January 31, 2011 - Present

STONEX INTERNATIONAL SECURITIES INC.

Office #1: 1221 Brickell Avenue Suite 200, Miami, FL 33131Office #2: 1221 Brickell Avenue Suite 200, Miami, FL 33131
BD
CRD#: 146667
Miami, FL
Past

August 29, 2001 - May 26, 2006

BANORTE SECURITIES INTERNATIONAL, LTD.

BD
CRD#: 30648
HOUSTON, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
STONEX INTERNATIONAL ADVISORS INC
INTERCAM ADVISORS, INC. | STONEX INTERNATIONAL ADVISORS INC

CRD#: 153799 / SEC#: 801-123538

RIA
Registered Investment Advisory firm - (3/25/2022 Approved)
Connecticut
Registered Investment Advisory firm - (5/3/2022 Terminated)
Florida
Registered Investment Advisory firm - (3/28/2022 Terminated)
Texas
Registered Investment Advisory firm - (3/28/2022 Terminated)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(8/27/2018)
RR
California
(2/20/2020)
RR
Colorado
(3/1/2017)
RR
Delaware
(4/17/2026)
RR
Florida
(1/31/2011)
IAR
Florida
(5/3/2011)
RR
Georgia
(2/27/2023)
RR
New York
(2/20/2020)
RR
Oklahoma
(1/23/2018)
RR
South Dakota
(12/23/2024)
RR
Texas
(2/20/2020)
IAR
Texas
(2/26/2020)
RR
Wyoming
(4/17/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/28/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SI
STONEX INTERNATIONAL ADVISORS INC
INTERCAM ADVISORS, INC. | STONEX INTERNATIONAL ADVISORS INC

CRD#: 153799 / SEC#: 801-123538

RIA
Registered Investment Advisory firm - (3/25/2022 Approved)
Connecticut
Registered Investment Advisory firm - (5/3/2022 Terminated)
Florida
Registered Investment Advisory firm - (3/28/2022 Terminated)
Texas
Registered Investment Advisory firm - (3/28/2022 Terminated)
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Contact information


Main Address
1221 Brickell Avenue Suite 200, Miami, FL 33131
Mailing Address
Phone number
(305) 377-8008
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts148
AUM (Assets Under Management)$ 225,122,494

Red Flags


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

Company Information


STONEX INTERNATIONAL ADVISORS INC

CRD#: 153799Miami, FL

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