Blake Rodriguez
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Blake Rodriguez is a financial advisor at Merrill with a Series 66 license and over six years of experience in the financial services industry. His work history includes positions at Bank of America, Chase Bank, and US Bank, as well as roles outside finance at Northstar Lodge by Welk Resorts and BJ's Restaurant and Brewery. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm’s investment management is supported by a variety of strategy types and tax-efficient implementation tools, leveraging strong integration with Bank of America affiliates and capital markets platforms.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
1830 S Virginia St
Reno, NV 89502
Nevada · Texas
Bank of America, N.A.
2026 - Present (1 year)
Merrill
2026 - Present (1 year)
Bank of America
2021 - 2026 (5 years)
Chase Bank
2019 - 2021 (2 years)
US Bank
2018 - 2019 (1 year)
Northstar Lodge by Welk Resorts
2018 - 2021 (3 years)
BJ's Restaurant and Brewery
2016 - 2018 (2 years)
University of Nevada Reno
2015 - 2018 (3 years)
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Is active or affiliated with:
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Bank
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Trust company
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Real estate agent
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Other specialized services
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Is not active or affiliated with:
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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