Garett RodriguezCRD Number: 7418044
Current Firm: Goldman Sachs Ayco Personal Financial Management
Garett Rodriguez (CRD# 7418044) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Newport Beach, CA and has 1 year of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Goldman Sachs Ayco||Irvine, CA||Jul 2021 - Current||1|
|Loving Savior Lutheran School||Chino Hills, CA||May 2017 - Jul 2021||4|
|Chapman University||Orange, CA||Aug 2017 - May 2021||3|
|Roger Dunn Golf Shops||Santa Ana, CA||Jan 2021 - Apr 2021||< 1|
|Ayco, A Goldman Sachs Company||Irvine, CA||Jul 2020 - Aug 2020||< 1|
|Hyun And Co, Cpa||Garden Grove, CA||Jan 2020 - Apr 2020||< 1|
|Sureprep, LLC||Irvine, CA||Feb 2019 - Apr 2019||< 1|
|Platinum Home Mortgage||Covina, CA||Jun 2018 - Oct 2018||< 1|
|Damien High School||La Verne, CA||Aug 2013 - May 2017||3|
|Loving Savior Lutheran School||Chino Hills, CA||Jul 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2021|
Total Assets Under Management28,619MILLIONS
Total Number of Accounts68,279ACCOUNTS
Average Account Value$419,147
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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