TrueAdvisor
TrueAdvisor
ER
ChFC
ER
ChFC

Elvis Amable Rodriguez

Sky Alpha Asset Advisors LLC
27 Years of Experience
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Sky Alpha Asset Advisors LLC
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
300 clients
Average Client Portfolio
$693K average
Assets Under Management
$208.0M

Fee Structure

Location

7284 W Palmetto Pk Rd, Suite 108, Boca Raton, FL, 33433

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2002
Settled
Criminal
May 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Elvis is the president of Sandryel Financial Holdings, though this is strictly for tax purposes and requires minimal time. He is also an insurance agent for a fixed insurance business since 2017.

Employment History
Current Registrations
Sky Alpha Asset Advisors
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Newbridge Financial Services Group, INC.
January 2015 - June 2023 · 8 yrs 5 mos
Newbridge Securities CorporationBroker
December 2014 - June 2023 · 8 yrs 6 mos
International Assets Investment Management, LLC
June 2013 - January 2015 · 1 yr 7 mos
Cbg Wealth Management
March 2013 - July 2013 · 4 mos
Iaa Financial LLCBroker
September 2009 - January 2015 · 5 yrs 4 mos
Gunnallen Financial, INCBroker
February 2004 - October 2009 · 5 yrs 8 mos
Continental Broker-Dealer CORP.Broker
November 1998 - January 2004 · 5 yrs 2 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.