Matthew William Rodrigue
Investment adviser representative at Waverly Advisors, LLC
11 yearsExperience
1 stateRegistered in
$29.9BFirm assets
24 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Waverly Advisors, LLCApr 2026 to now
- Truwealth Advisors, LLCJul 2020 to Apr 2026
- Purshe Kaplan Sterling InvestmentsJul 2020 to Mar 2024
- Ameriprise Financial Services, Inc.Jan 2018 to Jul 2020
- Iberia Capital Partners L.L.C.Oct 2015 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (LA).
Waverly Advisors, LLC
$29.9BAssets managed
13,689Clients
226Advisers
24 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
- 5694231
- Firm CRD
- 115332