Nicolas Andres Rodriguez
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$390BFirm 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 feeCommissionsOther
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.
- Raymond James Financial Services Advisors, Inc.Sep 2022 to now
- Raymond James Financial Services, Inc.Sep 2022 to now
- Northwestern Mutual Wealth Management CompanyJun 2020 to Sep 2022
- Northwestern Mutual Investment Services LLCJan 2020 to Sep 2022
- Northwestern Mutual Life Insurance CompanyJan 2020 to Sep 2022
- ArmyMay 2015 to Jan 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7216317
- Firm CRD
- 149018