Advisor at Cenacle Partners
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Firm
Cenacle Partners
Location
Mahwah, NJ
Credentials
Series 63, Series 65
Industry experience
3 years
Claudia Rodriguez is a financial advisor at Cenacle Partners with three years of industry experience. She holds Series 63 and Series 65 licenses and has been with Calyx Capital Advisors, LLC since 2013. Cenacle Partners provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, charitable institutions, foundations, and endowments. The firm employs a range of investment strategies including long-term, short-term, trading, and options, supported by research from financial periodicals and custodial firms, with most accounts managed on a discretionary basis.
Based on Cenacle Partners
1.0% to 1.5% annually
Mahwah, NJ
New Jersey
Calyx Capital Advisors, Llc
2013 - Present (13 years)
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