William Naldo Rodriguez
Investment adviser representative at Briggs Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$362MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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.
- Briggs Wealth Management. Inc.Aug 2019 to now
- LPL Financial LLCSep 2017 to Jul 2019
- New England Capital Planners, Inc.Sep 2017 to Jul 2019
- Key BankOct 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CT).
Briggs Wealth Management, Inc.
$362MAssets managed
132Clients
3Advisers
20 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
- 4770622
- Firm CRD
- 125518