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DR

Daniel Rodriguez

TRADEMAS
NEW YORK, NY 10005
CRD#: 7617137
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DR
Daniel RodriguezTRADEMAS

Professional summary

Daniel Rodriguez is a registered financial professional currently at TRADEMAS INC. located in New York, New York.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2024. Daniel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Daniel 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

May 27, 2026 - Present

TRADEMAS INC.

Office #1: Nyse Trading Floor 11 Wall Street, New York, NY 10005
BD
CRD#: 130030
NEW YORK, NY
Past

December 13, 2024 - September 4, 2025

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
New York
(5/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/24/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/27/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
New York Stock Exchange

Current Firm

TI
TRADEMAS INC.
BOWERS SECURITIES INC. | TRADEMAS INC. | JOHN MATTHEW BOWERS | JOHN M. BOWERS, SOLE PROPRIETOR | JMB, SOLE PROPRIETOR

CRD#: 130030 / SEC#: , 8-66292

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
Nyse Trading Floor 11 Wall Street, New York, NY 10005
Mailing Address
Accounting & Compliance International 77 Water Street, Suite 1604, New York, NY 10005
Phone number
(212) 668-8700
Established
New York since 08/25/2006
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
MASIELLO, FRANK THOMASCEO/PRES/TREAS/SECY/COO4490475
ATTANASIO, ELIZABETH MARIEFINOP/PFO/POO5325007
SCHEPPS, MARK HCCO2042034

Disclosures

Regulatory Event7

Red Flags

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Company Information

TRADEMAS INC.

CRD#: 130030New York, NY 10005

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