Caleb
Rodriguez
Newedge Advisors
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About this Advisor
Caleb Rodriguez is a financial advisor working in San Diego, California. Rodriguez is currently employed by Newedge Advisors. Their career trajectory has included roles at Fsc, The Retirement Group, Bae Systems, Degreen Capital Management, Jackson Financial Management, Mercer Global Advisors Inc, Epstein & White Financial, Newedge Advisors, LLC and Lpl Financial. Rodriguez has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in California. Newedge Advisors is a company operating out of New Orleans, LA. The company has offices in 99 locations and a total of 499 financial advisors. It manages $13 billion in assets under management among its 48,067 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 114 charitable organizations. Of its 48,067 customer accounts, 27% belong to high-net-worth individuals who have greater than $1 million in assets. Newedge Advisors has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually depend on which service is provided. Fees billed by Newedge Advisors most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$12,683,180,123
499
48,067
$263,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Caleb Rodriguez Work History
Caleb has been registered as a financial advisor for 0 years.*
Newedge Advisors, LLC
Lpl Financial
Epstein & White Financial
Mercer Global Advisors Inc
Jackson Financial Management
Fsc
The Retirement Group
Bae Systems
Degreen Capital Management
The Retirement Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Caleb Rodriguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newedge Advisors
Monroe, LA
New Orleans, LA
Novi, MI
New Orleans, LA
San Diego, CA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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