Travis
Roe-Raymond
Rockwood Wealth Management, LLC
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About this Advisor
Travis Roe-Raymond is a certified financial planner and chartered financial analyst working out of New Hope, Pennsylvania, with 4 years of industry experience. Roe-Raymond works at Rockwood Wealth Management, LLC. Over the course of their career, Roe-Raymond has held roles at Blackrock Investments, LLC, Blackrock Investment Management, LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Rockwood Wealth Management. Roe-Raymond maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania and Texas. Rockwood Wealth Management, LLC is an advisory company that has its headquarters in New Hope, PA. It handles $1 billion in assets under management among its 3,581 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 3,581 client accounts, 39% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Rockwood Wealth Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types billed by Rockwood Wealth Management, LLC can consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rockwood Wealth Management, LLC Brokerage Details
$1,384,124,042
38
3,581
$386,519
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Travis Roe-Raymond Work History
Travis has been registered as a financial advisor for 4 years.*
Rockwood Wealth Management
Rockwood Wealth Management
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Blackrock Investments, LLC
Blackrock Investment Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Travis Roe-Raymond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rockwood Wealth Management, LLC
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
