Unclaimed Profile

Matthew William Rodrigue

TRUWEALTH ADVISORS, LLC·METAIRIE, Louisiana

SIE, Series 6TO, Series 7, Series 55, Series 57TO, Series 63, Series 65Clean record16 years registeredTRUWEALTH ADVISORS, LLC

2700 LAKE VILLA DRIVE, METAIRIE, LA 70002-6785CRD# 5694231Firm CRD# 306876

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew William Rodrigue · METAIRIE, LA

Registration

CRD #5694231 · TRUWEALTH ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

May 2026 – present

TRUWEALTH ADVISORS, LLC

Jul 2020 – Apr 2026

METAIRIE, LA

AMERIPRISE FINANCIAL SERVICES, LLC.

Jan 2018 – Jul 2020

Metairie, LA

AMERIPRISE FINANCIAL SERVICES, INC.

Mar 2015 – Nov 2015

METAIRIE, LA

HANCOCK INVESTMENT SERVICES, INC.

Jun 2014 – Feb 2015

NEW ORLEANS, LA

INVESCO ADVISERS, INC.

Nov 2013 – Jun 2014

ATLANTA, GA

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Nov 2012 – Oct 2013

BOSTON, MA

CADINHA & CO LLC

Oct 2011 – May 2012

HONOLULU, HI

CADINHA & CO LLC

Oct 2009 – Aug 2010

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 55

Series 57TO

Series 63

Series 65

Registration record

First registered · October 1, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUWEALTH ADVISORS, LLC

CRD 306876 · SEC 801-119073

AUM

$2.1B

Regulatory assets under management

Employees

6,613 client accounts

Services offered by TRUWEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUWEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew William Rodrigue offer?

Matthew William Rodrigue specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.

What are Matthew William Rodrigue's credentials?

Matthew William Rodrigue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew William Rodrigue located?

Matthew William Rodrigue is based in METAIRIE, Louisiana, working with TRUWEALTH ADVISORS, LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.

How does Matthew William Rodrigue charge for services?

Matthew William Rodrigue's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUWEALTH ADVISORS, LLC?

TRUWEALTH ADVISORS, LLC has approximately 34 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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