Daniel Patrick Rodan
Investment Adviser Representative at Tower Bridge Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Patrick Rodan is an investment adviser representative with Tower Bridge Advisors in West Conshohocken, PA, where they have been registered since 2019. They have worked in the securities industry since 2005 and have been registered with 4 firms, including Bb&t Securities, LLC and Valley Forge Asset Management, LLC. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
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.
- Bb&t SecuritiesMar 2016 – Apr 2018King Of Prussia, PA
- Tower Bridge Advisors, Inc.Apr 2018 – no end date reportedConshohocken, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Tower Bridge Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
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
Wealth and asset management including investment management in stocks and bonds, financial planning, retirement planning, asset allocation, intelligent spending plans, education planning, charitable giving strategies, and coordination with estate planning attorneys and tax accountants.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- West Conshohocken, PA
- Founded:
- 2001
- SEC file number:
- 801-60640
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 23, 2026
View full firm profileOther advisors at Tower Bridge Advisors
6 other advisors in the directory
Similar advisors in West Conshohocken, PA
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. Daniel Patrick Rodan 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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