Investment adviser representative · Ithaka Strategic Partners
Optaciano V. Rodriguez
CRD 6397064 · Kings Park, NY
At a glance
Optaciano V. Rodriguez is an investment adviser representative with Ithaka Strategic Partners in Kings Park, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Optaciano’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- Ithaka Strategic PartnersSince June 2024Kings Park, NY · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Optaciano’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.
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