Richard
Rodman
Iam Advisory LLC
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About this Advisor
Richard Rodman is a financial advisor based in Scotch Plains, New Jersey, working with Iam Advisory LLC. Richard has previously held positions at Investment Advisors Asset Management, LLC, Royal Alliance Associates, and Iam Advisory LLC. Richard has passed the Series 63 regulatory exam and is registered to provide services in New Jersey. Currently, Richard is part of Iam Advisory LLC, which operates out of Scotch Plains, New Jersey. The firm has 3 offices and 15 employees. The firm manages assets totaling $572.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Iam Advisory LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Iam Advisory LLC Brokerage Details
$572,439,714
15
2,719
$210,533
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Richard Rodman Work History
Iam Advisory LLC
Royal Alliance Associates
Investment Advisors Asset Management, LLC
Disclosures
Please visit the SEC profile of Richard Rodman 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 Iam Advisory LLC
Easton, PA
Easton, PA
Scotch Plains, NJ
Easton, PA
Easton, PA
Easton, PA
Easton, PA
Easton, PA
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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