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Rodrigo Arturo Nevado

Intent Investment Management

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About Rodrigo Arturo Nevado

Rodrigo Nevado is an investment advisor representative with Intent Investment Management in San Francisco, California. Rodrigo has been in the industry for over two decades, holding previous roles at Robertson Stephens, Inc. and Aventine Hospitality. Rodrigo has earned Series 7, Series 65 and Series 66 licenses, as well as being a registered investment advisor in the state of California. Rodrigo's areas of expertise include portfolio management for individuals and financial planning. In addition to his role at Intent Investment Management, Rodrigo is also a managing partner at Black Hill Ventures and Director of Operations at Canadian Health Labs.

Firm Information

Rodrigo Nevado is currently registered with Intent Investment Management. Intent Investment Management is an investment advisory firm with $11,446,281 in regulatory assets under management. The firm serves individuals, other investment advisers, pension and profit-sharing plans, high-net-worth individuals, and corporations or other businesses. They provide financial planning and portfolio management services. They are located in [Location].

$11.45M

Assets Under Management

Not reported

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Rodrigo Nevado’s Registration & Firm History

CA

09/04/2023 - Present

Intent Investment Management (SAN FRANCISCO CA)

CA

01/24/2001 - 11/16/2001

ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 09/02/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/29/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rodrigo Arturo Nevado.
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