Rodrigo Posse has been an investment adviser representative at First Advisors National since August 2026, and is not listed among the firm’s executive officers or direct owners.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
Rodrigo Posse’s longest registration was 2 years at Asset Allocation Strategies, LLC (2024–2026). Before joining First Advisors National in 2026, Rodrigo Posse was registered through Asset Allocation Strategies, LLC.
- First Advisors National, LLCCurrent– present · under a yearPlatation, FL · Adviser representative · Firm CRD 166212
- Asset Allocation Strategies, LLC– · 2 yearsPlantation, FL · Adviser representative · Firm CRD 152339
Investment adviser representative registrations
Rodrigo Posse is registered as an investment adviser representative in Florida, since August 2026.
- FloridaSince 20 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 December 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 23 February 2009 |
| Series 7 | General Securities Representative Examination | 23 November 2003 |
| Series 22 | Direct Participation Programs Representative Examination | 18 February 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 August 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 1174233
- Firm
- First Advisors National · CRD 166212
- Office
- Platation, FL
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Rodrigo Posse work?
Rodrigo Posse is an investment adviser representative registered through First Advisors National, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Rodrigo Posse a financial advisor?
Yes. Rodrigo Posse has a current investment-adviser registration in Florida, through First Advisors National since August 2026.
How many years of experience does Rodrigo Posse have?
Rodrigo Posse has 2 years in the financial industry, since March 2024, across 2 adviser firms.
What exams has Rodrigo Posse passed?
Rodrigo Posse has passed 5 licensing exams: the Series 6, Series 22, Series 7, Series 24 and Series 65. The earliest, the Series 6, was passed in August 1983. FINRA credited Rodrigo Posse with the SIE, which began in October 2018.
Where did Rodrigo Posse work before First Advisors National?
Before First Advisors National, Rodrigo Posse was registered through Asset Allocation Strategies, LLC, February 2024 to July 2026.
Where is Rodrigo Posse based?
Rodrigo Posse’s registered office is in Platation, FL.
Is Rodrigo Posse registered with FINRA?
No. Rodrigo Posse has no current broker registration.
How can I verify Rodrigo Posse’s record?
Search CRD 1174233 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rodrigo Posse’s full registration record.
