Daniel P. Rodan

TOWER BRIDGE ADVISORS

West Conshohocken, PA 19428-2075

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CRD#: 4688945

Professional summary

Daniel Patrick Rodan is a registered financial advisor currently at TOWER BRIDGE ADVISORS located in West Conshohocken, Pennsylvania.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Daniel has worked at 5 firms and has passed the Series 66, SIE, Series 55, Series 7, Series 24, Series 53 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Patrick Rodan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 3, 2019 - Present

TOWER BRIDGE ADVISORS

Office #1: 300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075

RIA

CRD#: 115700

West Conshohocken, PA

Past

March 1, 2016 - April 19, 2018

BB&T SECURITIES, LLC

RIA

CRD#: 142785

KING OF PRUSSIA, PA

Past

March 1, 2016 - April 19, 2018

BB&T SECURITIES, LLC

CRD#: 142785

KING OF PRUSSIA, PA

Past

March 12, 2014 - March 30, 2016

VALLEY FORGE ASSET MANAGEMENT, LLC

RIA

CRD#: 7438

KING OF PRUSSIA, PA

Past

April 1, 2004 - March 30, 2016

VALLEY FORGE ASSET MANAGEMENT, LLC

CRD#: 7438

KING OF PRUSSIA, PA

Past

October 15, 2003 - March 24, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BLACKSBURG, VA

Past

August 28, 2003 - March 24, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 28, 2003 - March 24, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TOWER BRIDGE ADVISORS

TOWER BRIDGE ADVISORS | TOWER BRIDGE ADVISORS, INC.

CRD#: 115700 / SEC#: 801-60640

RIA

Registered Investment Advisory firm - (10/5/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/3/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/14/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 12/28/2004

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 8/26/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/26/2006

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 5/5/2006

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 1/7/2006

Registered Options Principal Examination

Current Firm

TOWER BRIDGE ADVISORS

TOWER BRIDGE ADVISORS | TOWER BRIDGE ADVISORS, INC.

CRD#: 115700 / SEC#: 801-60640

RIA

Registered Investment Advisory firm - (10/5/2001 Approved)

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Contact information

Main Address

300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075

Mailing Address

Phone number

(610) 260-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TOWER BRIDGE ADVISORS PART 2A (5/13/2025)

Regulatory assets under management

Total Number of Accounts	794
AUM (Assets Under Management)	$ 1,317,334,651

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel P. Rodan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Patrick Rodan's CRS (Customer Relationship Summary).

Certified licenses

Experience

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

VALLEY FORGE ASSET MANAGEMENT, LLC

VALLEY FORGE ASSET MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TOWER BRIDGE ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/14/2003

SIE

Date: 4/19/2018

Series 55

Date: 12/28/2004

Series 7

Date: 8/26/2003

Series 24

Date: 6/26/2006

Series 53

Date: 5/5/2006

Series 4

Date: 1/7/2006

Current Firm

TOWER BRIDGE ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOWER BRIDGE ADVISORS

TRUST BUT VERIFY

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