Leonardo
Rodriguez-Rodriguez
Keyes, Stange & Wooten Wealth Management, LLC
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About this Advisor
Leonardo Rodriguez-Rodriguez is a financial advisor based in Daytona Beach, Florida, working with Keyes, Stange & Wooten Wealth Management, LLC. Leonardo has previously held positions at Dallas Independent School District, Hocutt Inc, Bj'S Restaurant & Brewhouse, Criswell College, Ana G. Mendez University, Fidelity Investments, Schwab Wealth Advisory, Inc, Charles Schwab & Co, Inc, New York Life Insurance Co, Nylife Securities LLC, After School All Stars, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Fidelity Brokerage Services, LLC, and Keyes, Stange, And Wooten Wealth Management, LLC. Leonardo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Leonardo is part of Keyes, Stange & Wooten Wealth Management, LLC, which operates out of Daytona Beach, Florida. The firm has 2 offices and 8 employees. The firm manages assets totaling $350.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Keyes, Stange & Wooten Wealth Management, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keyes, Stange & Wooten Wealth Management, LLC Brokerage Details
$350,127,539
8
985
$355,459
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Leonardo Rodriguez-Rodriguez Work History
Keyes, Stange, And Wooten Wealth Management, LLC
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Schwab Wealth Advisory, Inc
Charles Schwab & Co, Inc
New York Life Insurance Co
Nylife Securities LLC
Fidelity Investments
Fidelity Brokerage Services, LLC
After School All Stars
Dallas Independent School District
Hocutt Inc
Ana G. Mendez University
Bj'S Restaurant & Brewhouse
Criswell College
Disclosures
Please visit the SEC profile of Leonardo Rodriguez-Rodriguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keyes, Stange & Wooten Wealth Management, LLC
Daytona Beach, FL
Daytona Beach, FL
Daytona Beach, FL
Daytona Beach, FL
Daytona Beach, FL
Daytona Beach, FL
Daytona Beach, FL
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