Adviser and broker representative · Consultiva Wealth Management, Corp.
Daniel I. Rodriguez Gonzalez
CRD 7160598 · San Juan, PR
At a glance
Daniel I. Rodriguez Gonzalez is an investment adviser representative with Consultiva Wealth Management, Corp. in San Juan, PR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2019, about 7 years ago. Daniel is also registered as a broker representative.
Current advisory firm
- Consultiva Wealth Management, Corp.Since May 2020San Juan, PR · $533M in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.