Investment adviser representative · Modern Wealth LLC
Alan M. Rhode
CRD 5637499 · Blue Bell, PA
At a glance
Alan M. Rhode is an investment adviser representative with Modern Wealth LLC in Blue Bell, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alan’s SEC record dates to 2011, about 15 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Modern Wealth LLCSince April 2019Blue Bell, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Alan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.