# Claudia Rodriguez

> Claudia Rodriguez is a fee-only financial advisor at Cenacle Partners in Mahwah, New Jersey. Cenacle Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/claudia-rodriguez/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cenacle Partners
- **Based in:** Mahwah, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $74.6M across 52 accounts
- **CRD:** 5612210 (https://adviserinfo.sec.gov/individual/summary/5612210)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (2008), Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.cenaclepartners.addepar.com/

## Frequently asked questions

### Is Claudia Rodriguez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Claudia holds no broker registration, and Cenacle Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Claudia charge for financial advice?

Claudia's firm, Cenacle Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is Claudia Rodriguez based?

Claudia Rodriguez is based in Mahwah, New Jersey.

### Is Claudia Rodriguez registered with the SEC?

Yes. Claudia Rodriguez is registered as an investment adviser representative in NJ (CRD 5612210), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cenacle Partners manage?

Cenacle Partners reports $74.6M across 52 accounts in assets under management.

### How do I contact Claudia Rodriguez?

Through Claudia's website, www.cenaclepartners.addepar.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5612210): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.