Unclaimed
Aidan Reed Rodriguez is an investment advisor representative who has been active in the industry since May 3, 2019. Aidan is currently registered with Blackrock Investment Management, LLC. Prior to joining Blackrock Investment Management, LLC, Aidan worked at Morgan Stanley and AXA Advisors, LLC. Aidan holds the Series 66, SIE and Series 7 licenses. Aidan specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
08/24/2022 - Present
Blackrock Investment Management, LLC (San Francisco CA)
CA
10/22/2019 - 07/29/2021
MORGAN STANLEY (San Francisco CA)
CA
02/28/2018 - 09/09/2019
AXA ADVISORS, LLC (SAN FRANCISCO CA)
BOTH
Issued 04/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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