Brian Michael Rodriguez

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 01/2017
  Mml Investors Services, Llc
  Fort Lauderdale, FL
• 01/2015 → 01/2017
  Massachusetts Mutual Life Insurance Co
  Fort Lauderdale, FL
• 12/2018 → 08/2020
  Massmutual Life Insurance Co
  Fort Lauderdale, FL
• 01/2019 → 08/2020
  Mml Investors Services, Llc
  Fort Lauderdale, FL
• 02/2017 → 11/2018
  Massmutual Life Insurance Co
  Miami, FL
• 03/2022 → Present
  Regions Bank
  Pinecrest, FL
• 03/2022 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 03/2022 → Present
  Cetera Investment Advisers Llc
  Pinecrest, FL
• 10/2020 → 08/2021
  Adp
  Miami, FL
• 08/2021 → 03/2022
  Guerra Financial Group
  Miami, FL

Previous Registrations

• 2019-01-14 → 2020-08-20
  Mml Investors Services, Llc
  Ft Lauderdale, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-23
• S63 Uniform Securities Agent State Law Examination
  2017-05-06

Other Names

• Brian Michael Rodriguez
• Brian M. Rodriguez