Adrian
Rodriguez
Retirable
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About this Advisor
Adrian Rodriguez is a certified financial planner operating in New York, New York. Rodriguez is currently employed by Retirable. Over the course of their career, Rodriguez has held roles 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. Rodriguez can serve investors in New York. Retirable is an advisory company that has its headquarters in New York, NY. It manages $20 million in assets between its 231 client accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 231 customer accounts, 20% belong to high-net-worth individuals who have greater than $1 million in assets. Retirable provides a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fees billed by Retirable likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retirable Brokerage Details
$20,230,771
15
231
$87,579
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Adrian Rodriguez Work History
Adrian has been registered as a financial advisor for 0 years.*
Retirable
William Paterson University
Access Wealth
Lincoln 1St Bank
Valley National Bank
William Paterson University
Columbia Bank
Rutgers University
Office Depot
World Business Lenders
Koger Usa
Panera Bread
Passaic County Technical Inst
*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 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 Retirable
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Albrightsville, PA
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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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.
