Lucas Fernando Rodriguez
Investment adviser representative at Investire LLC
12 yearsExperience
1 stateRegistered in
$46.2MFirm assets
1 yearFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Investire LLCDec 2018 to now
- Independent Economic AdvisorNov 2014 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Investire LLC
$46.2MAssets managed
132Clients
2Advisers
1 yearIn 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
- 7053908
- Firm CRD
- 299977