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Joseph Paul Rodriguez

Matriarch Wealth Management, LLC

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About Joseph Paul Rodriguez

Joseph Paul Rodriguez is an investment advisor representative with Matriarch Wealth Management, LLC. Joseph has been in the industry since September 2019. Joseph is registered with the state of New York. Previously, Joseph was registered with UBS Financial Services Inc. Joseph holds the Series 66, Series 7TO, and SIE licenses. Joseph is a Registered Investment Advisor and has experience in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Joseph Rodriguez is currently registered with Matriarch Wealth Management, LLC. Matriarch Wealth Management, LLC is an investment advisory firm located in . They manage approximately $176,055,683 in assets for 221 clients. The firm specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and charitable organizations. They are registered with the SEC under the Investment Advisers Act of 1940.

$176.06M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Joseph Rodriguez’s Registration & Firm History

NY

04/01/2024 - Present

Matriarch Wealth Management, LLC (New York NY)

NJ

09/13/2019 - 04/01/2024

UBS FINANCIAL SERVICES INC. (PARAMUS NJ)

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Licenses & Designations

BOTH

Issued 02/04/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Paul Rodriguez.
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