David Rodriguez
Financial advisor at Cambridge Investment Research Advisors, Inc. · Miami Lakes, FL
Last updated 2026-10-10
Claim your profileDavid Rodriguez is a financial advisor at Cambridge Investment Research Advisors, Inc. in Miami Lakes, FL, CRD 7316958. Licenses and exams on the registration: Series 66. IAPD registration began 2021-05-19.
Registration
- CRD number
- 7316958
- Registration status
- Active
- IAPD registration
- 2021-05-19
- Industry Experience
- 5 years
- Work Experience
- 10 years
- States registered
- FL, MD
Licenses and exams
- Series 66
Work history
- 2016-07 to Present · Retired · Miami Lakes, FL
- 2020-12 to Present · Cambridge Investment Research Inc. · Fairfield, IA
- 2021-01 to Present · Cambridge Investment Research Inc. · Fairfield, IA
- 2021-05 to Present · Cambridge Investment Research Advisors Inc. · Fairfield, IA
Current employment
- Cambridge Investment Research Advisors, Inc. · Fairfield, IA
Cambridge Investment Research Advisors, Inc.
- Regulatory AUM
- $138,694,510,180
- Registered advisors
- 3,940
- Offices
- 3,530
- Clients per advisor
- 91.7 (Moderate)
- Average AUM per client
- $384K (Low)
- High-net-worth client ratio
- 13.1% (Low)
Cambridge Investment Research Advisors, Inc.: advisors, services and reported ETF investments
About
David Rodriguez is a financial advisor at Cambridge Investment Research Advisors, Inc. in Miami Lakes, FL. Reported securities licenses include Series 66. The latest record indicates 5 years of industry experience and 10 years of reported work history. Reported roles include Cambridge Investment Research Inc., Retired, among others.
SEC disclosures list additional business and community activities: 1) Cira: administrative support and account servicing.
Cambridge Investment Research Advisors, Inc.'s firm-level Form ADV reports 3,940 advisors across 3,530 offices; approximately 91.7 clients per advisor, average assets per client of $383,969, and regulatory AUM of $138.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $24.3M across 1,555 reported ETF positions for the 2026-03-31 reporting period. These are firm-level disclosures, not investments attributed to David Rodriguez personally.
Reported ETF positions
Cambridge Investment Research reports 1,555 ETF positions worth $24.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $1.2M |
| IVV — iShares Core S&P 500 ETF | $785.8K |
| QQQ — Invesco QQQ Trust, Series 1 | $734.3K |
| VTI — Vanguard Morningstar Total Stock Market ETF | $683.9K |
| VXUS — Vanguard Total International Stock ETF | $476.6K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cambridge Investment Research's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $324.8K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $77K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $56.9K | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $54.2K | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cambridge Investment Research Advisors, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Market Timing Services
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
Location
Miami Lakes, FL
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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