Edward Rodden (CRD# 2400116) is an Investment Advisor Representative working at Disciplined Growth Capital, LLC in Aptos, CA and has over 27 years of experience in the finance industry.
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 5946406
J.p. Morgan Securities LLC
CRD# 5084885
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Disciplined Growth Capital LLC | Aptos, CA | Feb 2023 - Current | 1 |
| Central Coast Partners | Aptos, CA | Mar 2019 - Current | 5 |
| 3 Factor Indexing | Woodside, CA | Aug 2012 - Current | 11 |
| Silicon Valley Consulting | San Jose, CA | Sep 2008 - Oct 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- HI
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Total Assets Under Management45MILLIONS
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Total Number of Accounts40ACCOUNTS
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Average Account Value$1,128,765
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, HI
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