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Natalia Rodriguez

Thureos Asset Management LLC

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About Natalia Rodriguez

Natalia Rodriguez is an Investment Advisor Representative with Thureos Asset Management LLC and has been in the industry since 2014. Natalia is registered in Florida and has passed the Series 66, Series 7, and Series 7TO exams. Natalia's previous employers include TD Private Client Wealth LLC, Santander Securities LLC, MFS Fund Distributors, Inc. and Oppenheimer & Co. Inc. Natalia provides financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals.

Firm Information

Natalia Rodriguez is currently registered with Thureos Asset Management LLC. Thureos Asset Management LLC is an investment advisor with 1 investment advisor representative. They manage $28,000,000 in assets for 11 clients, including corporations, high-net-worth individuals, and other individuals. The firm provides financial planning and portfolio management services for individuals and businesses.

$28.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Natalia Rodriguez’s Registration & Firm History

FL

11/25/2020 - Present

Thureos Asset Management LLC (MIAMI FL)

NY

04/18/2019 - 09/30/2020

TD PRIVATE CLIENT WEALTH LLC (MELVILLE NY)

FL

03/29/2017 - 04/03/2019

SANTANDER SECURITIES LLC (MIAMI FL)

MA

09/11/2015 - 11/29/2016

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

MA

01/20/2015 - 05/22/2015

OPPENHEIMER & CO. INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 03/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Natalia Rodriguez.
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