Richard Manuel Rodriguez
Investment adviser representative at Stratos Wealth Partners, Ltd
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$18.6BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Stratos Wealth Partners, Ltd.Feb 2024 to now
- LPL FinancialFeb 2024 to now
- Royal Alliance Associates, Inc.Feb 2021 to Feb 2024
- MML Investors Services, LLCMar 2017 to Jan 2021
- Massmutual Life Insurance CoJul 2016 to Jan 2021
- Metlife Securities IncNov 2011 to Mar 2017
- Diamond Skills CampMay 2010 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Stratos Wealth Partners, Ltd
$18.6BAssets managed
25,391Clients
379Advisers
16 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
- 6002845
- Firm CRD
- 153184