Advisor at Rodino Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rodino Wealth Management LLC
Location
Latrobe, PA
Credentials
Series 66
Industry experience
2 years
Robert Rodino is a financial advisor at Rodino Wealth Management LLC in Latrobe, PA, holding a Series 66 designation with two years of industry experience. Prior to founding his independent firm, he worked at Ameriprise Financial Services, LLC. His outside business activities include acting as a licensed insurance agent with limited time spent on insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment advice incorporating fundamental and technical analysis and may engage sub-advisors for portfolio management, conducting quarterly account reviews with attention to rebalancing and tax-loss harvesting.
Based on Rodino Wealth Management LLC
Based on Rodino Wealth Management LLC
$0 - $49,999: 2.00% annually $50,000 - $200,000: 1.15% annually $200,001 - $500,000: 1.00% annually $500,001+: 0.80% annually
Investment Advisor Representatives receive commissions from sales of investment-related products such as insurance.
Latrobe, PA
Pennsylvania
Rodino Wealth Management LLC
2025 - Present (1 year)
Rodino Wealth Management LLC
2025 - Present (1 year)
Ameriprise
2023 - 2025 (2 years)
Ameriprise
2023 - 2025 (2 years)
Self Employed
2022 - 2023 (1 year)
Global Mine Service
2017 - 2022 (5 years)
Johnson Matthey
2016 - 2017 (1 year)
Aquion Energy
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Greensburg, PA
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CFP®, Series 65
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Manion Financial Solutions LLC
Series 65
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Advice & Planning Services LLC
Series 65
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MacDougall Financial Counseling
Series 65
Greensburg, PA
Chapel Hill Investment Analysts Inc
Series 65
Greensburg, PA
McDowell Associates Investments, LP
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