Andrew Rodriguez
Investment adviser representative at Walser Wealth Management Company, A Limited Liability Company
10 yearsExperience
1 stateRegistered in
$339.2MFirm assets
3 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
Experience
10 years in the industry.
- Walser Wealth Management Company, A Limited Liability CompanyMar 2026 to now
- Walser Wealth Management CompanyMar 2026 to now
- Fidelity Investments/ Strategic Advisers LLCMar 2025 to Feb 2026
- Fidelity Brokerage Services LLCApr 2020 to Feb 2026
- Morgan StanleyAug 2018 to Mar 2020
- T. Rowe PriceJun 2017 to Jul 2018
- Men's WearhouseAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Walser Wealth Management Company, A Limited Liability Company
$339.2MAssets managed
677Clients
14Advisers
3 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
- 6818950
- Firm CRD
- 206518