Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar

Rodrigo C

Series 63, Series 65

Tenafly, NJ

Blue Ox Capital Management, Inc.

Rodrigo Curiel is a financial advisor with Blue Ox Capital Management, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Citigroup Global Markets and Citicorp Investment Services before joining Blue Ox Capital Management in 2021. Blue Ox Capital Management offers advisory services primarily by selecting and directing clients to third-party investment advisers and funds, focusing on a consultative, referral-oriented approach rather than discretionary management or direct trading.

Options & derivatives strategies Private / alternative investments Active portfolio management
user avatar

Christian C

Series 66

Tenafly, NJ

Blue Ox Capital Management, Inc.

Christian Carrillo is a financial advisor at Blue Ox Capital Management, Inc. in Tenafly, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Blue Ox Capital Management since 2015. Blue Ox Capital Management provides advisory services primarily to individuals and high-net-worth clients by selecting and directing them to third-party investment advisers and funds. The firm operates on a consultative, referral-oriented model without discretionary trading or custody of client assets.

Options & derivatives strategies Private / alternative investments Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)