Ricardo L Rodriguez
Investment adviser representative at Usi Advisors
23 yearsExperience
1 stateRegistered in
$56.3BFirm assets
27 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Usi AdvisorsMar 2022 to now
- Usi Consulting GroupMar 2022 to now
- Pentegra Distributors, Inc.Apr 2018 to Mar 2022
- Pentegra Services, Inc.Apr 2018 to Mar 2022
- Princor Financial ServicesAug 2003 to Apr 2018
- Principal Life Insurance CoJul 2003 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (GA).
Usi Advisors
Legal name: Usi Advisors, Inc.
$56.3BAssets managed
1,353Clients
72Advisers
27 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
- 4701099
- Firm CRD
- 108113