Sergio Rodriguez
Maltin Wealth Management · Ridgewood, New Jersey
Sergio Rodriguez is a fee-only financial advisor at Maltin Wealth Management in Ridgewood, New Jersey, who holds the CFP credential. Maltin Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Maltin Wealth Management |
|---|---|
| Based in | Ridgewood, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $507.2M across 1,034 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 6679755 |
| Exams passed | Series 63 (2016) · Series 66 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.maltinwealth.com |
| Profile |
How Sergio's firm compares
- Maltin Wealth Management's average account is about $491,000, from its Form ADV (assets managed divided by 1,034 accounts).
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Questions about Sergio
Is Sergio Rodriguez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sergio holds no broker registration, and Maltin Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sergio charge for financial advice?
Sergio's firm, Maltin Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sergio Rodriguez based?
Sergio Rodriguez is based in Ridgewood, New Jersey.
What credentials does Sergio Rodriguez hold?
Sergio Rodriguez holds the CFP credential.
Is Sergio Rodriguez registered with the SEC?
Yes. Sergio Rodriguez is registered as an investment adviser representative in NJ (CRD 6679755), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Maltin Wealth Management manage?
Maltin Wealth Management reports $507.2M across 1,034 accounts in assets under management.
How do I contact Sergio Rodriguez?
Through Sergio's website, www.maltinwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Ridgewood
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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