Kayla Alexus Rodriguez

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2017 → 09/2021
  Glen Eagle Advisors, Llc
  Freehold, NJ
• 08/2013 → 05/2017
  The College Of New Jersey
  Ewing, NJ
• 05/2017 → 10/2017
  Unemployed
  Howell, NJ
• 09/2021 → Present
  Mariner Wealth Advisors
  Madison, NJ

Previous Registrations

• 2019-07-08 → 2024-01-16
  Glen Eagle Advisors, Llc
  Freehold, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-20
• S65 Uniform Investment Adviser Law Examination
  2019-06-20

Designations

• Certified Financial Planner