Daniel A Rodriguez
Investment adviser representative at Raymond James & Associates, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$501BFirm 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 feeCommissions
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
14 years in the industry.
- Raymond James & Associates, Inc.Apr 2026 to now
- Morgan StanleyJul 2022 to Apr 2026
- Dex ImagingAug 2021 to Jul 2022
- Tommy Bahama IncMay 2021 to Aug 2021
- Walgreens Inc.Sep 2020 to Feb 2021
- Bud Busch Distributing Inc.May 2020 to Jul 2020
- Star Action Shots Inc.Aug 2012 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7584567
- Firm CRD
- 705