Sergio Daniel Rodriguez
Investment adviser representative at Maltin Wealth Management, Inc.
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$507.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Maltin Wealth Management, Inc.Mar 2023 to now
- Lincoln Financial Advisors CorporationJan 2023 to Mar 2023
- Cornerstone Advisors Asset Management, LLCJan 2020 to Jan 2023
- Cornerstone Benefits, Inc.Jan 2020 to Jan 2023
- Cornerstone Institutional InvestorsJan 2020 to Jan 2023
- M Holdings Securities, Inc.Jan 2020 to Jan 2023
- Vanguard Marketing CorporationJul 2016 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Maltin Wealth Management, Inc.
$507.2MAssets managed
214Clients
4Advisers
14 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
- 6679755
- Firm CRD
- 164330