Raymond James & Associates
46yrs
Arthur Bartholomew
Financial advisor
300 Conshohocken State Road Suite 400
West Conshohocken, PA 19428
West Conshohocken, PA 19428
Top advisor by experience in West Conshohocken
23yrs
Based in West Conshohocken, Pennsylvania, Daniel Rodan is a fiduciary financial advisor with 23 years of industry experience. Daniel has been with Tower Bridge Advisors since 2019; before that, Daniel spent two years at Bb&t Securities and two years at Valley Forge Asset Management. Tower Bridge Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 197 advisors with offices in West Conshohocken, and one of 166 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.8 million
Advisors at the firm7
States licensed ?1 state
Services through Tower Bridge Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowTower Bridge AdvisorsCurrent firm
- 2016 – 2018Bb&t Securities, LLCPreviously
- 2014 – 2016Valley Forge Asset Management, LLCPreviously
- Oct 2003 – Mar 2004Ameriprise Financial Services, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Tower Bridge Advisors at 610-260-2200 and ask for Daniel Rodan. Daniel works from the West Conshohocken, PA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Tower Bridge Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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