Samuel Rodio, financial advisor Hammonton NJ
90 score

Samuel Rodio

CRD Number: 5534906
Current Firm: Tfs Advisory Services

Samuel Rodio (CRD# 5534906) is an Investment Advisor Representative working at Tfs Advisory Services in Hammonton, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Gandolfi Financial Hammonton, NJ Jul 2008 - Current 8
Unemployed Hammonton, NJ Dec 2007 - Jul 2008 < 1
Hammonton Board Of Education Hammonton, NJ Dec 2005 - Dec 2007 2
Paul J Macrie Inc. Hammonton, NJ Jun 2002 - Sep 2007 5
Student Hammonton, NJ Sep 1999 - May 2007 7
Student Philadelphia, PA Sep 1999 - May 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Samuel J. Rodio
Phone Number: 732-758-9300
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    656
    MILLIONS
  • Total Number of Accounts
    3,282
    ACCOUNTS
  • Average Account Value
    $199,809
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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