AR
AR

Aidan Reed Rodriguez

6 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
629 advisors
Number of Clients
11,238 clients
Average Client Portfolio
$45.2M average
Assets Under Management
$508.2B

Fee Structure

Financial Planning:Investment management only
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Location

400 Howard Street, San Francisco, CA, 94105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blackrock Investment Management, LLC
August 2022 - Present · 3 yrs 6 mos
Blackrock Investments, LLCBroker
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Morgan Stanley
October 2019 - July 2021 · 1 yr 9 mos
Morgan StanleyBroker
October 2019 - July 2021 · 1 yr 9 mos
AXA Advisors, LLC
May 2018 - September 2019 · 1 yr 4 mos
AXA Advisors, LLCBroker
February 2018 - September 2019 · 1 yr 7 mos
State Registrations2 states
CANJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.