Unclaimed
Roderick John Fertig is a registered Investment Advisor Representative with Alpha DNA Investment Management. Roderick has been in the industry since April 2014. Roderick obtained his Series 65 license in December 2020. Roderick specializes in portfolio management for businesses and has worked at Alpha DNA in Denver, Colorado. He is currently registered in Colorado and is pending approval in Colorado. Roderick focuses on working with high net worth individuals and other investment advisors. Alpha DNA Investment Management is based in Columbia, Maryland and is registered in Colorado. The firm manages over 192 million dollars in assets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Subadvisors to other investment advisors
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.
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.
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CO
01/01/2025 - Present
Alpha DNA Investment Management (AURORA CO)
IA
Issued 12/08/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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