Rodrigo Sideris
Rodrigo Sideris is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2021Other Business Activities
Rodrigo is a partner in LRN & MJS LLC, spending minimal time filing taxes and corporate fees. He also owns rental real estate through LRNM LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 states
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.