Matthew William Rodrigue

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2015 → 12/2017
  Iberia Capital Partners L.L.C.
  New Orleans, LA
• 01/2018 → 07/2020
  Ameriprise Financial Services, Inc.
  Metairie, LA
• 07/2020 → 01/2022
  Truwealth Advisors, Llc
  Metairie, LA
• 07/2020 → 03/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2022 → 04/2026
  Truwealth Advisors, Llc
  Metairie, LA
• 04/2026 → Present
  Waverly Advisors, Llc
  Birmingham, AL

Previous Registrations

• 2020-07-17 → 2026-04-24
  Truwealth Advisors, Llc
  Metairie, LA
• 2018-01-08 → 2020-07-21
  Ameriprise Financial Services, Llc
  Metairie, LA
• 2015-03-16 → 2015-11-03
  Ameriprise Financial Services, Llc
  Metairie, LA
  Laplace, LA
  Norco, LA
  New Orleans, LA
• 2014-06-30 → 2015-02-24
  Hancock Whitney Investment Services Inc.
  Denham Springs, LA
• 2013-11-13 → 2014-06-04
  Invesco Advisers, Inc.
  Atlanta, GA
• 2012-11-13 → 2013-10-28
  Columbia Management Investment Advisers, Llc
  Boston, MA
• 2011-10-25 → 2012-05-15
  Cadinha & Co Llc
  Honolulu, HI
• 2009-10-01 → 2010-08-02
  Cadinha & Co Llc
  Honolulu, HI

Other Businesses

1) Drew Rodrigue Foundation - Not investment related - P.O. Box 1428, Metairie, LA 70004 - Charity - Board Member - 2 hrs - 0 hrs during trading hrs - Organize events to raise money for cancer research 2) THE ARMELISE PLANTING COMPANY LIMITED; Investment related: No; 4567 LA-1 Napoleonville LA 70390 usa; Family-owned sugar cane/land business ; board member; 2024-02-20; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; attend board meeting / nonpaid position.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-07-26
• S65 Uniform Investment Adviser Law Examination
  2009-09-29