Adrian
Rodriguez

Traphagen Financial Group

CRD#7692425
Investment Advisor
in Oradell, NJ

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About this Advisor

Adrian Rodriguez is a financial advisor based in Oradell, New Jersey, working with Traphagen Financial Group. Adrian has previously held positions at Retirable, Access Wealth, Lincoln 1St Bank, William Paterson University, Valley National Bank, Columbia Bank, Office Depot, World Business Lenders, Koger Usa, Panera Bread, Rutgers University, and Passaic County Technical Inst. Adrian is registered to provide services in New Jersey. Currently, Adrian is part of Traphagen Financial Group, which operates out of Oradell, New Jersey. The firm has 12 employees and manages assets totaling $1.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Traphagen Financial Group includes asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

234 Kinderkamack Rd
Oradell, NJ 07649

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Traphagen Financial Group Brokerage Details

Total Assets Under Management

$1,528,327,743

NJ Average: $10,121,009,343
Total Number of Employees

12

NJ Average: 92
Total Number of Accounts

1,801

NJ Average: 6,978
Average Account Size

$848,600

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Adrian Rodriguez Work History

2023 - Present (1 year)

Retirable

2018 - 2019 (1 year)

William Paterson University

2017 - 2023 (6 years)

Access Wealth

2016 - 2019 (3 years)

Lincoln 1St Bank

2016 - 2016 (< 1 year)

Valley National Bank

2016 - 2019 (3 years)

William Paterson University

2015 - 2015 (< 1 year)

Columbia Bank

2015 - 2016 (1 year)

Rutgers University

2014 - 2015 (1 year)

Office Depot

2014 - 2014 (< 1 year)

World Business Lenders

2014 - 2014 (< 1 year)

Koger Usa

2013 - 2014 (1 year)

Panera Bread

2012 - 2015 (3 years)

Passaic County Technical Inst

Disclosures

Please visit the SEC profile of Adrian 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 Traphagen Financial Group

Alexander Macchio
Oradell, NJ
Christopher Fundora
Oradell, NJ
Jeffrey Hanson
Oradell, NJ
Adrian Rodriguez
Oradell, NJ
Tiera Mulligan
Oradell, NJ
Eric Mancini
Oradell, NJ
Noah Eleftheriades
Oradell, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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