Miguel Alejandro Rodriguez Fernandez

Employer firm

Popular Securities, LLC CRD 8096

$2.62B regulatory AUM 36 advisory clients

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

• 08/2021 → 04/2024
  Popular Inc.
  San Juan, PR
• 08/2019 → 07/2021
  Rivera Montes Cpa
  New York, NY
• 08/2017 → 05/2021
  New York University
  New York, NY
• 06/2019 → 08/2019
  Popular Securities Llc
  San Juan, PR
• 06/2018 → 08/2018
  Popular Securities Llc
  San Juan, PR
• 02/2014 → 08/2017
  Colegio San Jose
  San Juan, PR
• 04/2024 → 05/2025
  Popular Inc.
  San Juan, PR
• 05/2025 → Present
  Popular Inc.
  San Juan, PR

Other Businesses

Name of Business:  Popular Inc. Non-investment related Address:  208 Luis Munoz Rivera Ave, 4th Floor, San Juan PR 00918 - Nature:  Banking - Position/Title:  Senior Associate Trainee - Hours/month:  160 - Brief description:  Engaged in the Private Banking division of Popular supporting Financial Planning and Private Banker duties as part of Popular's rotational trainee program. // Colegio San Jose de Rio Piedras (Committee Member) - Calle Los Marianistas San Juan PR 00925 - Hours per month = 1 hr - Non-Investment related - No compensation - Nature of Business = Foundation - Start Date = 09/02/2025 // Foundation for a Modern Puerto Rico (Member - Rising Entrepreneur) - PO Box 366257, San Juan PR 00936-6257 - Hours per month = 3 hours - Non-Investment Related - No Compensation - Nature of Business = Non-Profit Organization - Start Date = 12/2/2024

Exams

• S66 Uniform Combined State Law Examination
  2024-03-30