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Mark Theodore Kelly

ROCKWOOD WEALTH MANAGEMENT, LLC·NEW HOPE, Pennsylvania
Unclaimed Profile
6464 LOWER YORK ROAD, NEW HOPE, PA 18938CRD# 4443072Firm CRD# 137481
01

About

Mark Theodore Kelly is a registered financial advisor based in NEW HOPE, Pennsylvania, affiliated with ROCKWOOD WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROCKWOOD WEALTH MANAGEMENT, LLC
ROCKWOOD WEALTH MANAGEMENT, LLC
AUM
$1.8B
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at ROCKWOOD WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4443072
Firm CRD# 137481
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Theodore Kelly offer?
Mark Theodore Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW HOPE, Pennsylvania for a consultation.
What are Mark Theodore Kelly's credentials?
Mark Theodore Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Theodore Kelly located?
Mark Theodore Kelly is based in NEW HOPE, Pennsylvania, working with ROCKWOOD WEALTH MANAGEMENT, LLC. Their office serves clients in the NEW HOPE metropolitan area and surrounding communities.
How does Mark Theodore Kelly charge for services?
Mark Theodore Kelly's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCKWOOD WEALTH MANAGEMENT, LLC?
ROCKWOOD WEALTH MANAGEMENT, LLC has approximately 48 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEW HOPE
Brian David Booth — ROCKWOOD WEALTH MANAGEMENT, LLCJohn Robert Augenblick — ROCKWOOD WEALTH MANAGEMENT, LLCRussell John Parsons — PARSONS CAPITAL MANAGEMENT, LLCRyan Thomas Heslop — FIREFLY VALUE PARTNERS, LPMarie Shaun Stanert — MOONDANCE INVESTMENT ADVISORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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