Elvis Amable Rodriguez
Investment adviser representative at Sky Alpha Asset Advisors
12 yearsExperience
2 statesRegistered in
ChFC®Designation
$216MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Sky Alpha Asset Advisors LLCJun 2023 to now
- Newvbridge Securities CorporationDec 2014 to Jun 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Sky Alpha Asset Advisors
Legal name: Sky Alpha Asset Advisors LLC
$216MAssets managed
318Clients
2Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3129852
- Firm CRD
- 295839