Travis
Roe-Raymond
Rockwood Wealth Management, LLC
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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
Services Offered
Fee Structure
Office Location
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Rockwood Wealth Management, LLC Brokerage Details
$1,775,615,324
40
3,935
$451,236
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
Rockwood Wealth Management
Rockwood Wealth Management
Tiaa
Blackrock Investments, LLC
Blackrock Investment Management, LLC
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
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