William Rodriguez
William Rodriguez is a CFP-designated registered investment advisor at Briggs Wealth Management, INC., based in Glastonbury, CT, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 132 clients with $360M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Contact
William Rodriguez
Location
221 Addison Road, Unit 101, Glastonbury, CT, 06033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
William is the managing member and tax preparer for Willow Tax Prep LLC, providing tax preparation services. He spends a few hours per week on this activity.
Employment History
Current Registrations
Briggs Wealth Management, INC.
Previous Registrations
LPL Financial LLCBroker
Key Investment Services LLCBroker
Key Investment Services LLC
LPL Financial LLCBroker
LPL Financial LLC
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Metlife Investors Distribution CompanyBroker
Tower Square Securities, INC.Broker
First Investors CorporationBroker
State Registrations1 state
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