Travis
Roe-Raymond

Rockwood Wealth Management, LLC

CRD#5884838
Investment Advisor
in New Hope, PA

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About this Advisor

Travis Roe-Raymond is a financial advisor based in New Hope, Pennsylvania, working with Rockwood Wealth Management, LLC. Travis has previously held positions at Blackrock Investments, LLC, Blackrock Investment Management, LLC, Tiaa, and Rockwood Wealth Management. Travis has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Travis is part of Rockwood Wealth Management, LLC, which operates out of New Hope, Pennsylvania. The firm has 40 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Rockwood Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6464 Lower York Road
New Hope, PA 18938

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Rockwood Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,775,615,324

PA Average: $15,833,994,310
Total Number of Employees

40

PA Average: 41
Total Number of Accounts

3,935

PA Average: 3,342
Average Account Size

$451,236

PA Average: $4,737,880

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

2019 - Present (5 years)

Rockwood Wealth Management

2019 - Present (5 years)

Rockwood Wealth Management

2017 - 2019 (2 years)

Tiaa

2010 - 2017 (7 years)

Blackrock Investments, LLC

2010 - 2017 (7 years)

Blackrock Investment Management, LLC

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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

Kimberly Evans
New Hope, PA
Joseph Houk
New Hope, PA
Robert Stephenson
New Hope, PA
Jeffrey Llewellyn
New Hope, PA
Brandon Zahal
New Hope, PA
Renee Schuster
New Hope, PA
Jack Gawason
New Hope, PA
Benjamin Herman
New Hope, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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