RR
RR

Robert Rodino

2 Years of Experience
Latrobe, PA
Sells Insurance

Robert Rodino is a registered investment advisor at Rodino Wealth Management LLC, based in Latrobe, PA, with 2 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $1.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$76K average
Assets Under Management
$1.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.00%
$50K - $200K1.15%
$200K - $500K1.00%
$500K+0.80%

The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Latrobe, PA

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Robert is an insurance agent selling fixed insurance products through Rodino Wealth Management LLC since March 2025. He dedicates minimal time to this activity during securities trading hours.

Employment History
Current Registrations
Rodino Wealth Management LLC
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
August 2023 - February 2025 · 1 yr 6 mos
Ameriprise Financial Services, LLCBroker
April 2023 - February 2025 · 1 yr 10 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Rodino - Financial Advisor | TrueAdvisor