Alejandro J Rodriguez
Advisor at Vicus Capital, Inc. — Coral Gables, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
11 years
Location
Coral Gables, FL 33134
Vicus Capital, Inc.
Multi-team
Alejandro Rodriguez is a financial advisor at Vicus Capital, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities, Morgan Stanley, and currently serves as President and CEO of Zenith Point Wealth Management LLC. Outside of finance, he is a minority owner of a cosmetic business specializing in aesthetic products and services. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a combination of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting alongside traditional advisory services.
Based on Vicus Capital, Inc.
Based on Vicus Capital, Inc.
Financial planning fees may also be charged as flat fees, negotiated per client
$0 - $250,000: 1.5% $250,001 - $500,000: 1.3% $500,001 - $1,500,000: 1.0% $1,500,001+: 1.0%
Less than 50% of revenue comes from commissions on investment and insurance product sales; no advisory fees charged in addition to commissions when earned
Financial planning may be charged on an hourly rate, negotiated per client
Account minimum: $25,000 Minimum fee: Minimum account fees ranging from $250 to $1,400 depending on the strategy and account size; minimum fees may be waived Fee-only: Financial planning fees charged on hourly, flat fee, or fixed percentage basis; negotiated per client
Coral Gables, FL
One Alhambra Plaza, Ph Floor, Office 1419
Coral Gables FL 33134
Advisors at this office
1
Florida
11 years of industry experience
Zenith Point Wealth Management LLC
2023 - Present • 3 years
Coral Gables, FL
Vicus Capital, Inc
2023 - Present • 3 years
State College, PA
Jp Morgan Securities, Llc
2018 - 2023 • 5 years
Miami Beach, FL
JP Morgan chase bank, N.A.
2018 - 2023 • 5 years
Miami Beach, FL
Morgan Stanley Private Bank, National Association
2015 - 2018 • 3 years
Boca Raton, FL
Morgan Stanley
2014 - 2018 • 4 years
Boca Raton, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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