Daniel Rodan
Tower Bridge Advisors · West Conshohocken, Pennsylvania
Daniel Rodan is a fee-only financial advisor at Tower Bridge Advisors in West Conshohocken, Pennsylvania. Tower Bridge Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Tower Bridge Advisors |
|---|---|
| Based in | West Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $1.49B across 805 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4688945 |
| Exams passed | Series 66 (2003) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.towerbridgeadvisors.com |
How Daniel's firm compares
- Tower Bridge Advisors's average account is about $1.9 million, from its Form ADV (assets managed divided by 805 accounts).
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Questions about Daniel
Is Daniel Rodan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Tower Bridge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Tower Bridge Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Daniel Rodan based?
Daniel Rodan is based in West Conshohocken, Pennsylvania.
Is Daniel Rodan registered with the SEC?
Yes. Daniel Rodan is registered as an investment adviser representative in PA (CRD 4688945), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tower Bridge Advisors manage?
Tower Bridge Advisors reports $1.49B across 805 accounts in assets under management.
How do I contact Daniel Rodan?
Through Daniel's website, www.towerbridgeadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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