Rodrigo C Rego
Professional Summary
Rodrigo C Rego, who also goes by Rodrigo Da Cunha Rego, is a registered financial advisor currently at AZIMUT INVESTMENT ADVISORS LLC located in Miami, Florida. Rodrigo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Rodrigo has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rodrigo Da Cunha Rego
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
AZ APICE CAPITAL MANAGEMENT, LLC | GENESIS INVESTMENT ADVISORS, LLC | AZIMUT INVESTMENT ADVISORS LLC | AZIMUT GENESIS INVESTMENT ADVISORS | AZIMUT GENESIS ADVISORS LLC | AZIMUT GENESIS ADVISORS
Contact Information
Main Address
1450 Brickell Ave Suite 2610, Miami, FL 33131Phone Number
(786) 866-3700# of Employees
10SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
485AUM (Assets Under Management)
$1,002,696,146Similar 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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Primary Firm SEC Registration
AZ APICE CAPITAL MANAGEMENT, LLC | GENESIS INVESTMENT ADVISORS, LLC | AZIMUT INVESTMENT ADVISORS LLC | AZIMUT GENESIS INVESTMENT ADVISORS | AZIMUT GENESIS ADVISORS LLC | AZIMUT GENESIS ADVISORS
State Registrations and Notice Filings
(6/29/2005)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Rodrigo C Rego's CRS (Customer Relationship Summary).
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