Eleazar Rodriguez
Investment adviser representative at Onedigital
11 yearsExperience
1 stateRegistered in
$155.4BFirm assets
34 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 feePerformance-based
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
11 years in the industry.
- OnedigitalJul 2026 to now
- Onedigital Investment Advisors LLCJul 2026 to now
- Capital Group / Capital Client Group, Inc.Jul 2024 to Jul 2026
- Gwfs Equities, Inc. / Empower Financial Services, Inc.Nov 2021 to Jul 2024
- Victory Capital Management Inc./victory Capital Services, Inc.Dec 2020 to Oct 2021
- UnemployedMar 2019 to Nov 2020
- Titleist Asset Management, Ltd.Apr 2017 to Feb 2019
- USAA Financial Advisors Inc./usaa Financial Planning ServicesNov 2016 to Jan 2017
- Capital Group CompaniesJul 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Onedigital
Legal name: Onedigital Investment Advisors LLC
$155.4BAssets managed
18,203Clients
387Advisers
34 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
- 6530204
- Firm CRD
- 106766