Romel Rodriguez
Romel Rodriguez is a registered investment advisor at Jefferies Investment Advisers LLC, based in Miami, FL, with 24 years of industry experience. Romel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1450 Brickell Ave, Suite 1710, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Romel owns H&2R Group LLC and is an officer/partner in E&R Vacations LLC (investment-related real estate) and Surf & City Properties LLC (non-investment-related real estate). These activities require minimal time outside of business hours.
Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Jefferies LLC
Previous Registrations
Leucadia Asset Management LLC
Morgan Stanley
Morgan StanleyBroker
Barclays Capital INC.Broker
Barclays Capital INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS International INC.
UBS International INC.Broker
UBS Painewebber INC.Broker
UBS Painewebber INC.Broker
State Registrations53 states
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