Daniel Patrick Rodan
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
TOWER BRIDGE ADVISORS | TOWER BRIDGE ADVISORS, INC.
Contact Information
Main Address
300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075Phone Number
(610) 260-2200# of Employees
14SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
805AUM (Assets Under Management)
$1,494,267,021Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
TOWER BRIDGE ADVISORS | TOWER BRIDGE ADVISORS, INC.
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Dec 2004Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Patrick Rodan's CRS (Customer Relationship Summary).
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