Rodolfo Dunin
Investment adviser representative at Invex Advisors LLC
12 yearsExperience
1 stateRegistered in
$759.3MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Invex Advisors LLCOct 2019 to now
- Invex LLCSep 2019 to now
- Seeking EmploymentAug 2019 to Aug 2019
- UBS Financial Services Inc.Jun 2014 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Invex Advisors LLC
$759.3MAssets managed
80Clients
6Advisers
10 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
- 4619135
- Firm CRD
- 164519