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Dimitri R
Series 63, Series 65
Brookline, MA
Frec
Dimitri Rodrigo is a financial advisor at Frec with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Frec Advisers LLC since 2024, with prior roles at Frec Securities LLC, Frec Markets, Inc., M1 Finance, and Ustocktrade Securities, Inc. Frec Advisers provides automated investment advisory services through its web and mobile platform, focusing on discretionary portfolio management that includes direct indexing, tax-loss harvesting, option hedging, and tax-basis monitoring. The firm emphasizes systematic, tax-aware trading and index replication with client personalization, delivering services primarily through automated software rather than traditional advisor-led interactions.
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