Financial advisor
MATTHEW WILLIAM RODRIGUE
At Waverly Advisors · Metairie, LA · Mandeville, LA
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| TruWealth Advisors | TruWealth Advisors | Waverly Advisors | Acquisition | April 28, 2026 | $3.1B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| WAVERLY ADVISORS, LLC | Investment adviser | May 7, 2026 | Current |
| PURSHE KAPLAN STERLING INVESTMENTS | Broker-dealer | July 20, 2020 | March 1, 2024 |
| TRUWEALTH ADVISORS, LLC | Investment adviser | July 17, 2020 | April 24, 2026 |
| AMERIPRISE FINANCIAL SERVICES, LLC. | Investment adviser | January 8, 2018 | July 21, 2020 |
| AMERIPRISE FINANCIAL SERVICES, LLC | Broker-dealer | January 5, 2018 | July 21, 2020 |
| IBERIA CAPITAL PARTNERS L.L.C. | Broker-dealer | October 13, 2015 | December 8, 2017 |
| AMERIPRISE FINANCIAL SERVICES, INC. | Investment adviser | March 16, 2015 | November 3, 2015 |
| AMERIPRISE FINANCIAL SERVICES, INC. | Broker-dealer | March 16, 2015 | November 3, 2015 |
| HANCOCK INVESTMENT SERVICES, INC. | Investment adviser | June 30, 2014 | February 24, 2015 |
| HANCOCK INVESTMENT SERVICES, INC. | Broker-dealer | June 27, 2014 | February 24, 2015 |
| INVESCO ADVISERS, INC. | Investment adviser | November 13, 2013 | June 4, 2014 |
| INVESCO DISTRIBUTORS, INC. | Broker-dealer | November 8, 2013 | June 4, 2014 |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | Investment adviser | November 13, 2012 | October 28, 2013 |
| COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. | Broker-dealer | November 7, 2012 | October 28, 2013 |
| CADINHA & CO LLC | Investment adviser | October 25, 2011 | May 15, 2012 |
| IBERIA CAPITAL PARTNERS L.L.C. | Broker-dealer | September 16, 2010 | September 9, 2011 |
| CADINHA & CO LLC | Investment adviser | October 1, 2009 | August 2, 2010 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.