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RC

Rodrigo Curiel

BLUE OX CAPITAL MANAGEMENT
Tenafly, NJ 07670
Some features on this profile are disabled
CRD#: 4965422
RC

Professional summary

Rodrigo Curiel is a registered financial advisor currently at BLUE OX CAPITAL MANAGEMENT, INC. located in Tenafly, New Jersey.

Rodrigo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Rodrigo has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rodrigo Curiel'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

February 1, 2021 - Present

BLUE OX CAPITAL MANAGEMENT, INC.

Office #1: 24 West Railroad Pmb #157, Tenafly, NJ 07670
RIA
CRD#: 287816
Tenafly, NJ
Past

May 29, 2007 - December 18, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
NEW YORK, NY
Past

May 29, 2007 - September 9, 2016

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 9, 2007 - May 29, 2007

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
NEW YORK, NY
Past

September 8, 2005 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
NEW YORK, NY

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
New Jersey
(2/1/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/23/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/6/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/9/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/7/2005
General Securities Representative Examination

Current Firm

BO
BLUE OX CAPITAL MANAGEMENT, INC.
BLUE OX CAPITAL MANAGEMENT, INC.

CRD#: 287816 / SEC#:

New Jersey
Registered Investment Advisory firm - (5/15/2017 Approved)
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Contact information

Main Address
24 West Railroad Pmb #157, Tenafly, NJ 07670
Mailing Address
Phone number
(646) 862-0140
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

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.

Company Information

BLUE OX CAPITAL MANAGEMENT, INC.

CRD#: 287816Tenafly, NJ 07670

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