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Mary Ann Rodrigue

Kirkwood Private, LLC

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About Mary Ann Rodrigue

Mary Ann Rodrigue is a registered investment advisor representative with Kirkwood Private, LLC. Mary Ann is a Personal Financial Specialist and has been in the industry since January 2006. Mary Ann Rodrigue is registered with the states of Maine and Massachusetts. The firm provides financial planning services, portfolio management for individuals and selects other advisors.

Firm Information

Mary Rodrigue is currently registered with Kirkwood Private, LLC. Kirkwood Private, LLC is an investment advisor with one investment advisor representative. The firm manages $39,052,472 in assets for 40 clients, including high-net-worth individuals and charitable organizations. Their advisory services include financial planning, portfolio management for individuals, and selection of other advisors.

$39.05M

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Mary Rodrigue’s Registration & Firm History

ME

02/20/2008 - Present

Kirkwood Private, LLC (SCARBOROUGH ME)

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Licenses & Designations

IA

Issued 02/14/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/1996

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Ann Rodrigue.
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