Andrew Rodriguez
Investment Adviser Representative at Walser Wealth Management Company, A Limited Liability Company
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Rodriguez is an investment adviser representative with Walser Wealth Management Company, A Limited Liability Company in Tampa, FL, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Men's WearhouseAug 2016 – May 2017Tampa, FL
- T. Rowe PriceJun 2017 – Jul 2018Tampa, FL
- Morgan StanleyAug 2018 – Mar 2020Temple Terrace, FL
- Fidelity Brokerage Services LLCApr 2020 – Feb 2026Clearwater, FL
- Fidelity Investments/ STRATEGIC ADVISERS LLCMar 2025 – Feb 2026Boston, MA
- Walser Wealth Management CompanyMar 2026 – no end date reportedTampa, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Walser Wealth Management Company, A Limited Liability Company
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Tampa, FL
- SEC file number:
- 801-127246
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Walser Wealth Management Company, A Limited Liability Company
12 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Rodriguez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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