LR
LR

Leonardo Emmanuel Rodriguez-Rodriguez

3 Years of Experience
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
380 clients
Average Client Portfolio
$921K average
Assets Under Management
$350.1M
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Location

1825 Business Park Blvd., Suite E, Daytona Beach, FL, 32114

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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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Employment History
Current Registrations
Keyes, Stange & Wooten Wealth Management, LLC
February 2025 - Present · 1 yr
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2023 - May 2024 · 6 mos
Nylife Securities LLCBroker
December 2022 - November 2023 · 11 mos
Charles Schwab & CO., INC.Broker
July 2022 - November 2022 · 4 mos
Fidelity Brokerage Services LLCBroker
March 2021 - April 2022 · 1 yr 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Leonardo Emmanuel Rodriguez-rodriguez - Financial Advisor | TrueAdvisor