Denise Rodgers, financial advisor Harmony PA

Denise Rodgers

CRD Number: 2766807
Current Firm: Monongahela Capital Management

Denise Rodgers (CRD# 2766807) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Rodgers Brothers Inc. Harmony, PA Nov 2017 - Current 6
Rodgers Brothers, Inc. Pittsburgh, PA Feb 1996 - Oct 2017 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S66 NASAA Uniform Combined State Law Examination Mar 2001
Contact Info for Denise R. Rodgers
Phone Number: 724-473-4003
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    836
    MILLIONS
  • Total Number of Accounts
    1,044
    ACCOUNTS
  • Average Account Value
    $800,645
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, GA, IL, IN, LA, NC, NJ, NY, OH, PA, SC, TX, VA, WA, WV

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