Marc Rodriguez is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marc is a board member of the La Verne Girls Softball Association since November 2024, involved in accounting, bookkeeping, fundraising, and administrative tasks. This takes about 20 hours per month, mostly outside of business hours, or about 10-20% of his time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
State Registrations29 states
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