Managing Partner & Chief Compliance Officer · Sky Alpha Asset Advisors
Elvis A. Rodriguez
CRD 3129852 · Named on Form ADV at one SEC-registered adviser
At a glance
Sky Alpha Asset Advisors, an SEC-registered wealth manager based in Boca Raton, FL with $216 million in regulatory assets, lists Elvis A. Rodriguez on its Form ADV as Managing Partner & Chief Compliance Officer, a control person.
Firms and roles
- Sky Alpha Asset AdvisorsManaging Partner & Chief Compliance OfficerWealth manager · Boca Raton, FL · $216M in regulatory assets
AtlasMembers
Elvis’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Michael J. ShatskyChief Investment Officer, Sky Alpha Asset Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elvis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.