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Gary Rodgers

Monongahela Capital Management

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About Gary Rodgers

Gary Rodgers is a financial advisor in Harmony, Pennsylvania. Gary has been in the financial industry since 1982 and is a Registered Investment Advisor representative with Monongahela Capital Management. Gary has experience working with individuals, families, corporations, and charitable organizations. Gary is committed to providing his clients with personalized financial advice and investment strategies tailored to their unique needs.

Firm Information

Gary Rodgers is currently registered with Monongahela Capital Management. Monongahela Capital Management is a Pennsylvania-based corporation specializing in portfolio management for individuals, businesses, and investment companies. With over $835 million in regulatory assets under management, the firm caters to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension funds. Monongahela Capital Management is headquartered in Harmony, PA.
Monongahela Capital Management

223 MERCER STREET

HARMONY, PA 16037

$835.87M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Rodgers’s Registration & Firm History

PA

10/11/2023 - Present

Monongahela Capital Management (HARMONY PA)

PA

04/10/1985 - 10/18/2023

RODGERS BROTHERS, INC. (HARMONY PA)

NA

05/24/1982 - 04/23/1985

LEGG MASON MASTEN INC.

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Licenses & Designations

IA

Issued 07/13/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/1985

Series 24 - General Securities Principal Examination

BC

Issued 03/21/1985

Series 4 - Registered Options Principal Examination

BC

Issued 03/13/1985

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Rodgers.
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