Daniel
Rodriguez
Goldman Sachs Personal Financial Management
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About this Advisor
Daniel Rodriguez is a financial advisor who works out of Fort Lauderdale, Florida who has 8 years of industry experience. Rodriguez is on the advisory team at Goldman Sachs Personal Financial Management. Throughout their career, they have worked at Ing Financial Partners, D Rod Financial Group, Axa Advisors, LLC, United Capital Financial Advisers, LLC, Girard Securities and Cetera Advisor Networks LLC. Rodriguez has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and Texas. Goldman Sachs Personal Financial Management is a registered investment firm that has its headquarters in Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 employees. It administers $13 billion in total assets across its 82,991 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 153 charities and foundations. Of its 82,991 accounts, 17% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial advisory fees depend on which service is offered. Fees billed by Goldman Sachs Personal Financial Management most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Daniel Rodriguez Work History
Daniel has been registered as a financial advisor for 8 years.*
United Capital Financial Advisers, LLC
Cetera Advisor Networks LLC
Girard Securities
Axa Advisors, LLC
D Rod Financial Group
Ing Financial Partners
*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 Daniel 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 Goldman Sachs Personal Financial Management
Spring, TX
Great Falls, VA
Irving, TX
Westport, CT
Troy, MI
Irving, TX
Los Angeles, CA
Cohoes, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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