RC
RC
Rodrigo Curiel
16 Years of Experience
Tenafly, NJ
1 Disclosure
Rodrigo Curiel is a registered investment advisor at Blue Ox Capital Management, INC., based in Tenafly, NJ, with 16 years of industry experience. Rodrigo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
24 West Railroad Pmb #157, Tenafly, NJ, 07670
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2011Settled
Employment History
Current Registrations
Blue Ox Capital Management, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2007 - September 2016 · 9 yrs 4 mos
Citigroup Global Markets INC.
May 2007 - December 2007 · 7 mos
Citicorp Investment Services
January 2007 - May 2007 · 4 mos
Citicorp Investment ServicesBroker
September 2005 - May 2007 · 1 yr 8 mos
State Registrations1 state
NJ
Advisor
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.