Optaciano Rodriguez
Optaciano Rodriguez is a registered investment advisor at Ithaka Strategic Partners, based in Kings Park, NY, with 9 years of industry experience. Optaciano operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ithaka Strategic Partners manages investment portfolios for a fee based on the value of your investments. The annual fee is calculated as follows:
- The specific fee schedule is not provided in the document.
Fees are negotiable, pro-rated, and paid monthly. If ISP uses a third-party manager, the manager will debit the client's account for both the manager's fee and ISP's fee. The fee schedule above does not include the outside manager's fee.
Location
5 Willow Lane, Kings Park, NY, 11754
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Optaciano is an insurance agent selling individual and group life and health insurance since 2017. This activity requires minimal time.
Employment History
Current Registrations
Ithaka Strategic Partners
Previous Registrations
Ithaka Strategic Partners
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
State Registrations1 state
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.