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Claudia C. Rodriguez

CENACLE PARTNERS
Mahwah, NJ
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CRD#: 5612210
CR

Professional summary


Claudia Condon Rodriguez, who also goes by Claudia Garvey Condon, Claudia Condon Rodriguez, is a registered financial advisor currently at CENACLE PARTNERS located in Mahwah, New Jersey.

Claudia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Claudia has worked at 2 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Claudia Garvey Condon | Claudia Condon Rodriguez

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 Claudia Condon Rodriguez'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

June 6, 2022 - Present

CENACLE PARTNERS

RIA
CRD#: 152228
Mahwah, NJ
Past

November 5, 2008 - September 7, 2012

SANTANDER INTERNATIONAL SECURITIES, INC.

BD
CRD#: 131165
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
(6/6/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/1/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 12/6/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


CP
CENACLE PARTNERS
CALYX CAPITAL ADVISORS, LLC | CENACLE PARTNERS

CRD#: 152228 / SEC#:

New Jersey
Registered Investment Advisory firm - (12/14/2010 Approved)
New York
Registered Investment Advisory firm - (10/24/2017 Terminated)
Virginia
Registered Investment Advisory firm - (11/30/2016 Terminated)
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Contact information


Main Address
Mahwah, NJ
Mailing Address
Phone number
(201) 693-8673
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts32
AUM (Assets Under Management)$ 35,000,000

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


CENACLE PARTNERS

CRD#: 152228Mahwah, NJ

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