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Eduardo Rodriguez

Stonex International Advisors INC
20 Years of Experience
Miami, FL
Broker
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Eduardo Rodriguez is a registered investment advisor at Stonex International Advisors INC, based in Miami, FL, with 20 years of industry experience. Eduardo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 77 clients with $110M in assets under management.

Stonex International Advisors INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
77 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$106.7M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

StoneX International Advisors charges a maximum annualized fee of up to 2.0% for discretionary accounts and model portfolios, and up to 1.50% for limited discretionary accounts. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Miami, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eduardo is an Investment Adviser Representative with Intercam Advisors, Inc., dedicating about a quarter of his time to this role. He also has 20% ownership in Prxima Companies LLC, an AI consulting firm, spending about 10-20% of his time on this venture.

Employment History
Current Registrations
Stonex International Advisors INC
May 2011 - Present · 15 yrs 5 mos
Stonex International Securities INC.Broker
January 2011 - Present · 15 yrs 9 mos
Stonex International Securities INC.
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Banorte Securities International, LTD.Broker
August 2001 - May 2006 · 4 yrs 9 mos
State Registrations11 states
AZCACODEFLGANYOKSDTXWY
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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