Investment adviser representative · Rockwood Wealth Management, LLC
Travis S. Roe-Raymond
CRD 5884838 · New Hope, PA
At a glance
Travis S. Roe-Raymond is an investment adviser representative with Rockwood Wealth Management, LLC in New Hope, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Travis’s SEC record dates to 2011, about 15 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Rockwood Wealth Management, LLCSince May 2019New Hope, PA · $2.9B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Travis’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
- 2 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
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