Rivers Joe Rodriguez
Investment adviser representative at Seia
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$22.5BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Ses LLCAug 2023 to now
- Seia LLCNov 2019 to now
- Royal Alliance Associates, Inc.Aug 2020 to Aug 2023
- Kumon Math and Reading CenterJul 2018 to Jun 2019
- Signature Estate & Investment AdvisorsJun 2017 to Nov 2019
- Virginia Tech - Full-time EducationAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
Seia
Legal name: Signature Estate & Investment Advisors LLC
$22.5BAssets managed
9,833Clients
130Advisers
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
- 7199035
- Firm CRD
- 108163