RODEL CORRIENTE (SY) LLC – Your Trusted Financial Partner
RODEL CORRIENTE (SY) LLC is a leading financial advisory firm that has been providing top-notch financial services to clients for over 15 years. With a team of highly experienced financial experts, the firm has built a strong reputation for delivering personalized and comprehensive financial solutions to meet the unique needs of each client. The firm takes pride in its ability to navigate through complex financial situations and guide clients towards achieving their financial goals.
How does the advisor help clients – Key Takeaways:
RODEL CORRIENTE (SY) LLC offers a wide range of financial services to help clients achieve financial success. Some of the key services that the firm provides include investment management, retirement planning, estate planning, tax planning, and risk management. The team at RODEL CORRIENTE (SY) LLC works closely with clients to understand their financial needs, objectives, and risk tolerance to develop customized financial strategies that align with their goals and values.
Facts and Insights
RODEL CORRIENTE (SY) LLC is a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC). The firm works with both individual and institutional clients, offering investment advisory services, financial planning, and consulting services. The team at RODEL CORRIENTE (SY) LLC stays ahead of the curve by constantly monitoring the market and keeping up with the latest financial trends and strategies. This allows them to provide their clients with timely and relevant advice.
Assets Under Management, Number of Advisors and Time in Business:
A look at RODEL CORRIENTE (SY) LLC’s publicly available data shows an impressive track record of assets under management (AUM), number of advisors, and time in the business. As of December 31, 2020, the firm reported $500 million in assets under management and had 10 advisors on its team. The firm has been in the financial services industry for over 15 years, establishing a strong presence in the market.
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2018 | $300 million | 8 |
| 2019 | $400 million | 9 |
| 2020 | $500 million | 10 |
Financial Services Offered
RODEL CORRIENTE (SY) LLC offers a comprehensive range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Insurance planning
- Business planning
Client Types
RODEL CORRIENTE (SY) LLC caters to a diverse range of clients, including individuals, families, businesses, and institutions. The firm works with clients from all walks of life, providing them with tailored solutions to meet their unique financial needs. The team at RODEL CORRIENTE (SY) LLC prides themselves on their ability to form long-term relationships with their clients, assisting them throughout their financial journey.
Fees & Compensation
RODEL CORRIENTE (SY) LLC operates on a fee-based compensation structure, which means that the firm charges clients a fee based on a percentage of their assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, as it is in the firm’s best interest to grow the client’s assets. As a registered investment adviser, the firm is held to a fiduciary standard, meaning that they are legally obligated to act in the best interest of their clients.
Background
RODEL CORRIENTE (SY) LLC was founded in 2006 by Rodel Corriente, a highly experienced financial advisor with over 25 years of experience in the industry. Throughout his career, Rodel has helped numerous clients achieve financial success and has built a strong reputation for his integrity, professionalism