Joseph Rodriguez (CRD# 6340564) is an Investment Advisor Representative working at Matriarch Wealth Management, LLC in New York, NY and has over 4 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matriarch Wealth Management, LLC | Miami, FL | Apr 2024 - Current | < 1 |
| Ubs Financial Services Inc. | Paramus, NJ | Dec 2018 - Mar 2024 | 5 |
| Unemployed | Montclair, NJ | May 2018 - Dec 2018 | < 1 |
| Loyola University Maryland | Baltimore, MD | Jan 2015 - May 2018 | 3 |
| Montclair High School | Montclair, NJ | Sep 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- NY
-
Total Assets Under Management161MILLIONS
-
Total Number of Accounts155ACCOUNTS
-
Average Account Value$1,038,529
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NY
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