Financial ADVSR advisor directory · SEC adviser records
Rockwood Wealth Management, LLC financial advisors in New Hope, PA
Every SEC-registered investment adviser representative at a Rockwood Wealth Management, LLC office in New Hope, A to Z.
The short answer
42 registered advisors work at Rockwood Wealth Management, LLC in New Hope, out of 42 at the firm nationwide; it ranks number 1 in the city by advisors. 21 list the CFP designation and 0 are also registered broker representatives.
Rockwood Wealth Management, LLC advisors in New Hope, A to Z
Every Rockwood Wealth Management, LLC advisor →- Mark Arcidiacono Jr.Certified Financial Planner
- John R. AugenblickCertified Financial Planner
- Casey BakerInvestment adviser rep
- Kenny B. BauerCertified Financial Planner
- John Collins IIICertified Financial Planner
- Jason W. CooperCertified Financial Planner, Chartered Financial Analyst
- Maxwell V. DalavaiCertified Financial Planner
- Robert N. Dusek IIIInvestment adviser rep
- Kimberly A. EvansCertified Financial Planner
- Samuel W. FeldbaumCertified Financial Planner
- Michael D. FlatenInvestment adviser rep
- Jack P. GawasonCertified Financial Planner
- Najeedah GhiasCertified Financial Planner
- James H. GilmoreInvestment adviser rep
- John T. HaganCertified Financial Planner
- Brian M. HansenCertified Financial Planner
- John E. HelvieInvestment adviser rep
- Benjamin S. HermanCertified Financial Planner
- Elizabeth M. HurshmanInvestment adviser rep
- Mark T. KellyInvestment adviser rep
- Adam R. KlazmerCertified Financial Planner
- Courtney KrzaczykCertified Financial Planner
- John A. LittleInvestment adviser rep
- Jeffrey B. LlewellynCertified Financial Planner, Chartered Financial Analyst
- Leigh MachionInvestment adviser rep
- Robert J. MaloneyInvestment adviser rep
- Siddhi S. MalvankarInvestment adviser rep
- Paige E. MarlowInvestment adviser rep
- Jade A. MeierCertified Financial Planner
- Catherine P. MorganInvestment adviser rep
- Emily O'ConnorChartered Financial Analyst
- Phoebe O'MalleyInvestment adviser rep
- Kyle D. QuigleyCertified Financial Planner
- Travis S. Roe-RaymondCertified Financial Planner, Chartered Financial Analyst
- Natalia RybakCertified Financial Planner
- Viviana M. SalgadoInvestment adviser rep
- Renee A. SchusterCertified Financial Planner
- Carlie E. ShorrInvestment adviser rep
- James A. SmithInvestment adviser rep
- Daphne J. SmoleyInvestment adviser rep
- Jack P. VentrescaInvestment adviser rep
- Jackson C. WestInvestment adviser rep
Rockwood Wealth Management, LLC advisors in every city and state →Rockwood Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in New Hope
All New Hope advisors →Janney Montgomery Scott LLC 12Ameriprise Financial Services, LLC 9Strategic Advisers LLC 4Capital Analysts 3Lincoln Investment 3Osaic Wealth, Inc. 3
Questions
How many financial advisors does Rockwood Wealth Management, LLC have in New Hope?
42 investment adviser representatives are registered at Rockwood Wealth Management, LLC offices in New Hope, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 42 nationwide. 21 list the CFP designation and 0 are also registered as broker representatives.
Is Rockwood Wealth Management, LLC one of the largest advisor employers in New Hope?
Rockwood Wealth Management, LLC ranks number 1 in New Hope by registered advisors, ahead of Janney Montgomery Scott LLC (12).
How do I check a Rockwood Wealth Management, LLC advisor in New Hope?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Rockwood Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.