Claudia Rodriguez
Cenacle Partners · Mahwah, New Jersey
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.
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Facts
| Firm | Cenacle Partners |
|---|---|
| Based in | Mahwah, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $74.6M across 52 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5612210 |
| Exams passed | Series 63 (2008) · Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cenaclepartners.addepar.com |
How Claudia's firm compares
- Cenacle Partners's average account is about $1.4 million, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Claudia
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mahwah
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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