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Barry Nelson Roderick

COLLABORATIVE WEALTH MANAGEMENT, INC.·LAKE MARY, Florida
Series 24Series 7Series 6Series 65Series 63SIELicensed in 5 states
Unclaimed Profile
1525 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 2595872Firm CRD# 142106
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About

Barry Nelson Roderick is a registered financial advisor based in LAKE MARY, Florida, affiliated with COLLABORATIVE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
COLLABORATIVE WEALTH MANAGEMENT, INC.
COLLABORATIVE WEALTH
AUM
$464M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at COLLABORATIVE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2595872
Firm CRD# 142106
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barry Nelson Roderick offer?
Barry Nelson Roderick specializes in Financial Planning, Investment Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Barry Nelson Roderick's credentials?
Barry Nelson Roderick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Nelson Roderick located?
Barry Nelson Roderick is based in LAKE MARY, Florida, working with COLLABORATIVE WEALTH MANAGEMENT, INC.. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Barry Nelson Roderick charge for services?
Barry Nelson Roderick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLLABORATIVE WEALTH MANAGEMENT, INC.?
COLLABORATIVE WEALTH MANAGEMENT, INC. has approximately 12 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKE MARY
William Hilton Burke — BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLCGigi Klara Szekely — NEWPORT GROUP SECURITIES, INC.Alexa Danielle Gellinger — NEWPORT GROUP SECURITIES, INC.Matthew Edwin Meyer — NEWPORT GROUP CONSULTING, LLCChad Richmond Justice — COLLABORATIVE WEALTH MANAGEMENT, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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