Edwin Richard Rodriguez

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1982 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 06/2011 → 05/2018
  Bank Of America,N.A.
  Tampa, FL
• 06/2020 → 12/2021
  Crescent Capital Consulting, Llc
  New Orleans, LA
• 05/2018 → 06/2020
  Unemployed/Retired
  Boca Grande, FL
• 12/2021 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2020-06-01 → 2022-03-29
  Crescent Capital Consulting, Llc
  Boca Grande, FL
  New Orleans, LA
• 1983-08-23 → 2018-06-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cashiers, NC
  Tampa, FL
  Tampa, FL
  New Orleans, LA
  New Orleans, LA
  Boca Grande, FL
  Cashiers, NC
  Cashiers, NC

Other Businesses

1) AUDUBON CONSULTING GROUP LLC, INVESTMENT RELATED: NO; LLC FOR FAMILY INVESTMENTS, BOCA GRANDE, FLORIDA 33921 MANAGER AND OWNER; 8/30/2007; 1 HOUR ANNUALLY 2) NC KREWE LLC, INVESTMENT RELATED: NO; OWNS A PRIVATE BOAT, BOCA GRANDE, FLORIDA 33921, TRUSTEE; 11/13/2002; 1 HOUR ANNUALLY 3) BELL GROUP LLC, INVESTMENT RELATED: NO; OWNS HOUSES, COMMERCIAL RENTAL SPACE, STOCKS AND BONDS, BOCA GRANDE, FLORIDA 33921, MANAGER AND OWNER; 8/30/2007; 1 HOUR ANNUALLY 3. 4) FILLES DE POIVRE LLC, INVESTMENT RELATED: NO; HOLDING LLC FOR FAMILY INVESTMENTS, BOCA GRANDE, FLORIDA 33921 MANAGER; 8/23/2007; 1 HOUR ANNUALLY 5) PEPPER KREWE, LLC, INVESTMENT RELATED: NO; OWNER OF BOAT, BOCA GRANDE, FLORIDA 33921, MANAGER AND OWNER; 12/10/2007; 1 HOUR ANNUALLY 6) RODRIGUEZ FAMILY VENTURES, INVESTMENT RELATED: NO; HOLDING LLC FOR FAMILY INVESTMENTS, BOCA GRANDE, FLORIDA 33921, MANAGER AND OWNER; 12/10/2007; 1 HOUR ANNUALLY 7) PRO BONO PUBLICO, INVESTMENT RELATED: NO; 501(C)3 SUPPORTING EDUCATION, BOCA GRANDE, FLORIDA 33921, OUTSIDE DIRECTOR; 1/1/2016; 1 HOUR ANNUALLY 8) AVOCA LLC, INVEST RELATED: NO; LAND COMPANY, BOCA GRANDE, FL 33921, OUTSIDE DIRECTOR; 6/15/2018; 1 HR 9) BELL DEVELOPMENT GROUP, BOCA--LLC, INVEST RELATED: NO; OWNS REAL ESTATE IN FL, BOCA GRANDE, FL 33921, MANAGER; 8/26/2009; 1 HR 9) E MCILEHNNY & SONS, INVEST RELATED: NO; FOOD MANUFACTURER, AVERY ISLAND, LA 70513, DIRECTOR; 1/1/1991; 1 HR 10) National Fish & Wildlife Foundation, INVEST RELATED: NO; 501(C) 3, WASHINGTON, DC 20005, Chairman; 11/1/2013; 1 HR 11) STEWART SUPPLY, INVESTMENT RELATED: NO; OIL FIELD SUPPLY, MORGAN CITY, LA 70380, OUTSIDE DIRECTOR; 6/1/2019; 1 HOUR 12) BELL DEVELOPMENT GROUP-SLIDELL LLC, INVEST RELATED: NO; OWNS COMMERCIAL PROPERTY, BOCA GRANDE, FL 33921, MANAGER; 12/1/2005; 1 hr

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-03-06
• S63 Uniform Securities Agent State Law Examination
  1983-01-28

Other Names

• Edwin Richard Rodriguez
• Edwin Richard Rodriguez Jr.
• Edwin R Rodriguez
• Rod Rodriguez