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Michael Christopher Rodriguez

EQUANIMITY WEALTH
GLENDALE, CA
·CRD# 6119350·1 year experience

Professional Summary

Michael Christopher Rodriguez is a registered financial advisor currently at EQUANIMITY WEALTH located in Glendale, California. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Michael has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

EQUANIMITY WEALTH·CRD# 334359
RIA
500 N. Brand Suite 2000, Glendale, CA 91203
January 31, 2025 - Present

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Current Firm

EW
EQUANIMITY WEALTH

EQUANIMITY WEALTH | EQUANIMITY WEALTH LLC

CRD#: 334359
California
Registered Investment Advisory firm - California (1/31/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (11/19/2025 Conditional Restricted)

Contact Information

Main Address

500 N. Brand Suite 2000, Glendale, CA 91203

Phone Number

(818) 696-3750

# of Employees

1

Documents

Latest Form ADV

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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.

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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.
IAR
California
(1/31/2025)
IAR
Texas
(12/17/2025)

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.

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Christopher Rodriguez's CRS (Customer Relationship Summary).

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