Marianne Shakira Rodriguez

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 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

• 05/2014 → 09/2020
  Td Ameritrade, Inc.
  West Palm Beach, FL
• 09/2020 → 11/2022
  Round Table Wealth Management
  Westfiled, NJ
• 12/2022 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2020-10-05 → 2022-12-05
  Round Table Wealth Management
  Boca Raton, FL
  New York, NY
  New York, NY
• 2014-10-09 → 2020-09-16
  Td Ameritrade, Inc.
  West Palm Beach, FL
  Boca Raton, FL
  West Palm Beach, FL
  Aventura, FL
• 2014-10-15 → 2020-09-16
  Td Ameritrade Investment Management, Llc
  Boca Raton, FL
  West Palm Beach, FL
  West Palm Beach, FL
  Aventura, FL

Exams

• S66 Uniform Combined State Law Examination
  2014-10-06

Designations

• Certified Financial Planner