Daniel Patrick Rodan
Investment adviser representative at Tower Bridge Advisors
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Tower Bridge Advisors, Inc.Apr 2018 to now
- Bb&t SecuritiesMar 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
Tower Bridge Advisors
Legal name: Tower Bridge Advisors, Inc.
$1.5BAssets managed
807Clients
7Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4688945
- Firm CRD
- 115700