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Michael Carey Rodgers

Monongahela Capital Management

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About Michael Carey Rodgers

Michael Rodgers is a financial advisor with over 25 years of experience in the industry. Michael has a Series 63 and 66 license as well as Series 7 and SIE licenses. He is a registered representative of Monongahela Capital Management, headquartered in Harmony, PA. Michael has a strong background in real estate management and valuation. He is currently serving as the Director of Tinicum REO Capital. He has previously been employed by Rodgers Brothers, Inc. and Barclays Capital Inc. Michael is a trusted advisor with a proven track record of success.

Firm Information

Michael 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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Michael Rodgers’s Registration & Firm History

PA

02/06/2004 - Present

Monongahela Capital Management (HARMONY PA)

PA

05/13/1998 - 10/18/2023

RODGERS BROTHERS, INC. (HARMONY PA)

NY

09/16/1994 - 04/21/1998

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Carey Rodgers.
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