Optaciano V. Rodriguez
Professional summary
Optaciano V Rodriguez, who also goes by Optaciano Vladimir Rodriguez, is a registered financial advisor currently at ITHAKA STRATEGIC PARTNERS located in Kings Park, New York.
Optaciano is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Optaciano has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Optaciano V Rodriguez's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 14, 2024 - Present
ITHAKA STRATEGIC PARTNERS
Office #1: 5 Willow Lane, Kings Park, NY 11754March 21, 2022 - December 31, 2023
ITHAKA STRATEGIC PARTNERS
October 4, 2017 - June 3, 2021
MML INVESTORS SERVICES, LLC
May 1, 2015 - August 16, 2017
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/14/2024)
Exams
Current Firm
ITHAKA STRATEGIC PARTNERS
CRD#: 308309 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 1,112,000 |
Red Flags
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Company Information
ITHAKA STRATEGIC PARTNERS
CRD#: 308309Kings Park, NY 11754TRUST BUT VERIFY
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