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Rodolfo Dunin

Invex Advisors LLC

Coral Gables, FL

CRD 4619135

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Employer firm

Invex Advisors LLC CRD 164519

$759M regulatory AUM 84 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • AN OPEN-END FUND INCORPORATED IN THE CAYMAN ISLANDS

From the firm’s Form ADV. Read the guides:

Current Employers
Invex Advisors Llc

2 Alhambra Plaza Ste. Ph Ii, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-10-16
  • FL RA
    APPROVED
    Since 2019-10-16

Branch Locations

2 Alhambra Plaza Ste. Ph Ii, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. New York NY 06/2014 07/2019
Invex Llc Miami FL 09/2019 Present
Seeking Employment Miami FL 08/2019 08/2019
Invex Advisors Llc Coral Gables FL 10/2019 Present
Previous Registrations
Other Businesses

Landlord to residential properties - passive

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-17
  • S66 Uniform Combined State Law Examination
    2014-06-17
Other Names
  • Rodolfo De Almeida Agueda
  • Rodolfo Dunin-Borkowsky
  • Rodolfo De Almeida
  • Rodolfo De Almeida Agueda
  • Rodolfo Dunin Borkowsky
  • Rodolfo Dunin-Borkowsky
  • Rodolfo Dunin Borkowsky

View on SEC IAPD

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