Skip to content

Joseph Rodriguez

CFO; CCO at FreeGulliver

Firm officerUpdated

Joseph Rodriguez is CFO; CCO of Freegulliver, L.L.C., a New Orleans, LA investment adviser managing $837M.

$837M
Firm AUM
221
Firm clients
9
Firm advisers

From Form ADV filed 9 September 2026Form ADV

Career

Joseph Rodriguez is CFO and CCO of FreeGulliver, is not listed as a control person, but directly owns under 5% of the firm.

FreeGulliver is an investment adviser based in New Orleans, LA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $837 million, as filed on 9 September 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
8147468
Firm
FreeGulliver · CRD 117040
Role
CFO; CCO
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
New Orleans, LA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Joseph Rodriguez work?

Joseph Rodriguez is CFO; CCO of Freegulliver, L.L.C.

Source: Form ADV, Schedule A, filed 9 September 2026

How can I verify Joseph Rodriguez’s record?

Joseph Rodriguez’s role is listed on Freegulliver, L.L.C.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 117040.

Source: Form ADV, Schedule A, filed 9 September 2026

Leadership at FreeGulliver

Sources

  1. IAPD individual lookup, CRD 8147468, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Freegulliver, L.L.C., filed 9 September 2026. Title, control and ownership bands.