Brian Michael Rodriguez
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 fee
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
11 years in the industry.
- Cetera Investment Advisers LLCMar 2022 to now
- Cetera Investment Services LLCMar 2022 to now
- Regions BankMar 2022 to now
- Guerra Financial GroupAug 2021 to Mar 2022
- AdpOct 2020 to Aug 2021
- MML Investors Services, LLCJan 2019 to Aug 2020
- Massmutual Life Insurance CoDec 2018 to Aug 2020
- Massmutual Life Insurance CoFeb 2017 to Nov 2018
- MML Investors Services, LLCMar 2016 to Jan 2017
- Massachusetts Mutual Life Insurance CoJan 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6526824
- Firm CRD
- 105644