Daniel I. Rodriguez Gonzalez

CONSULTIVA WEALTH MANAGEMENT,

San Juan, PR 00918

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CRD#: 7160598

Professional summary

Daniel Ignacio Rodriguez Gonzalez, who also goes by Daniel Ignacio Rodriguez, is a registered financial advisor currently at CONSULTIVA WEALTH MANAGEMENT, CORP. located in San Juan, and SAVILE CAPITAL MARKETS LLC located in Sheridan, Wyoming.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Daniel has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Ignacio 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.

1) Consultiva Insurance Corp. / Non-investment Related / San Juan, PR / Insurance Agent / Insurance lines of business: Life & Health - Hours/ Since: 07/2019 / per week during trading hours: 10 2) Consultiva Wealth Management Corp. / Investment-related / San Juan, PR / Investment Advisor Representative / SEC regulated advisory firm / Since 3/2020 / per week during trading hours: 40 hours 3) Savile Capital Markets LLC / Investment-related / San Juan, PR / Registered Representative / FINRA regulated IBD / Since 09/2025 / per week during trading hours: 40 hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Ignacio Rodriguez Gonzalez'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 5, 2020 - Present

CONSULTIVA WEALTH MANAGEMENT, CORP.

Office #1: American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918

RIA

CRD#: 111846

San Juan, PR

Current

September 11, 2025 - Present

SAVILE CAPITAL MARKETS LLC

Office #1: 2 N. Main Street Suite 310, Sheridan, WY 82801

CRD#: 316748

Sheridan, WY

Past

July 23, 2020 - September 19, 2025

HUNTLEIGH SECURITIES CORPORATION

CRD#: 7456

San Juan, PR

Past

September 26, 2019 - March 30, 2020

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

GUAYNABO, PR

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".

CONSULTIVA WEALTH MANAGEMENT, CORP.

CRD#: 111846 / SEC#: 801-57175

RIA

Registered Investment Advisory firm - (2/8/2000 Approved)

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.

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

IAR

Puerto Rico
(5/5/2020)

Puerto Rico
(9/19/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/8/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/26/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/23/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/30/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

CRD#: 111846 / SEC#: 801-57175

RIA

Registered Investment Advisory firm - (2/8/2000 Approved)

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Contact information

Main Address

American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918

Mailing Address

Phone number

(787) 763-5868

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 CWM FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	139
AUM (Assets Under Management)	$ 429,665,565

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.

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Firm Stability Insights

Daniel I. Rodriguez Gonzalez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Ignacio Rodriguez Gonzalez's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAVILE CAPITAL MARKETS LLC

HUNTLEIGH SECURITIES CORPORATION

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Primary Firm SEC Registration

CONSULTIVA WEALTH MANAGEMENT, CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/8/2021

Series 65

Date: 9/26/2019

Series 7TO

Date: 7/23/2020

SIE

Date: 5/30/2020

FINRA

Current Firm

CONSULTIVA WEALTH MANAGEMENT, CORP.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONSULTIVA WEALTH MANAGEMENT, CORP.

TRUST BUT VERIFY

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