Marianne Shakira Rodriguez
Investment adviser representative at Cerity Partners LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$161.7BFirm assets
Are you Marianne Shakira Rodriguez? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
12 years in the industry.
- Cerity Partners LLCDec 2022 to now
- Round Table Wealth ManagementSep 2020 to Nov 2022
- TD Ameritrade, Inc.May 2014 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NY, PR).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 6345540
- Firm CRD
- 151559