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Daniel Rodriguez

Snowden Capital Advisors LLC
39 Years of Experience
Coral Gables, FL
1 DisclosureBroker
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Daniel Rodriguez is a registered investment advisor at Snowden Capital Advisors LLC, based in Coral Gables, FL, with 39 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,021 clients with $8.9B in assets under management.

Snowden Capital Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
6,021 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$8.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiated on a client-by-client basis. Wrap fees typically range from 0.20% to 2.50% of assets under management. Unbundled advisory fees may be up to 3.00% per annum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Alhambra Plaza, Coral Gables, FL, 33134

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History

Regulatory History (1)
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Judgment / Lien
May 2021
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Snowden Capital Advisors LLC
April 2020 - Present · 6 yrs 6 mos
Snowden Account Services LLCBroker
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2013 - April 2020 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2013 - April 2020 · 6 yrs 5 mos
Wells Fargo Advisors, LLC
July 2003 - November 2013 · 10 yrs 4 mos
Wells Fargo Advisors, LLCBroker
July 2003 - November 2013 · 10 yrs 4 mos
Prudential Securities Incorporated
January 1997 - July 2003 · 6 yrs 6 mos
Painewebber IncorporatedBroker
August 1996 - August 1996 · 0 mos
Prudential Securities IncorporatedBroker
April 1994 - July 2003 · 9 yrs 3 mos
American Government Certificates & Funds CorporationBroker
September 1987 - April 1994 · 6 yrs 7 mos
Easter Kramer Group Securities, INC.Broker
June 1987 - October 1987 · 4 mos
State Registrations5 states
CTFLNJNYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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