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  2. Roderick M. Carolan

Roderick M. Carolan

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Roderick M. Carolan, CFP®
Financial Advisor
Phone: 
(646) 757-6504
E-mail: 
rcarolan@alliedwealthpartners.com

Education:

Rutgers University
Bachelors of Science
Political Science & History

Registrations & Licenses

Series 7, 63
Life and Health Insurance Licenses (multiple states)

In January 2014, Rod Carolan joined the Allied Wealth Partners, Manhattan team as a financial advisor. Prior to joining the firm, Rod worked for 14 years as a successful financial advisor, building strong and meaningful relationships amongst his clientele.

The foundation of Rod's practice is based upon two essentials: open client- advisor communication and a personal approach to designing tailored financial solutions.

Rod shares in Allied Wealth Partners belief that a comprehensive approach to wealth management allows him to be of service to his clients for the long term. Individuals and businesses are accustomed to a one-on-one, consultative approach where their financial goals and objectives are of primary importance. Financial lifestyles vary and Roderick takes pride in having a team of financial experts on hand to help manage the simple to the more complex needs of his diversified client base.

As an alumnus of Rutgers University, Rod received his Bachelor of Science in Political Science and History. During his time at Rutgers, he was a member of the University's lacrosse team. Rod now resides in Westfield, New Jersey with his wife and two children. 

Rod is a Registered Representative and Investment Advisor Representative of Securian Financial Serivces, Inc. 

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14 Walsh Drive Suite 100
Parsippany, New Jersey
07054 United States

  •  Tel: (973) 299-9222
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  •  Fax: (973)299-9227
  •  moconnor@alliedwealthpartners.com
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Allied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.Certain individuals associated with Allied Wealth Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA /SIPC . Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck . For information about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.Allied Wealth Partners, 14 Walsh Drive, Suite 100, Parsippany, NJ, 07054 973-299-9222 Copyright 2013 Allied Wealth Partners, Securian Financial Network. All Rights Reserved. 1767071 DOFU 07/2017

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation. 

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