Unclaimed Profile

Paige E Marlow

ROCKWOOD WEALTH MANAGEMENT, LLC·NEW HOPE, Pennsylvania

SIE, Series 7, Series 6616 years registeredROCKWOOD WEALTH MANAGEMENT, LLC

6464 LOWER YORK ROAD, NEW HOPE, PA 18938CRD# 5111800Firm CRD# 137481

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paige E Marlow · NEW HOPE, PA

Registration

CRD #5111800 · ROCKWOOD WEALTH MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

ROCKWOOD WEALTH MANAGEMENT, LLC

Dec 2017 – present

COMMONWEALTH FINANCIAL NETWORK

Jul 2016 – Nov 2017

NEW HOPE, PA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2010 – Feb 2016

YARDLEY, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 18, 2010

Years registered · 16

Disclosure History

2016Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ROCKWOOD WEALTH MANAGEMENT, LLC

CRD 137481 · SEC 801-69884

AUM

$1.8B

Regulatory assets under management

Employees

3,935 client accounts

Services offered by ROCKWOOD WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROCKWOOD WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Paige E Marlow offer?

Paige E Marlow specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW HOPE, Pennsylvania for a consultation.

What are Paige E Marlow's credentials?

Paige E Marlow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paige E Marlow located?

Paige E Marlow 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 Paige E Marlow charge for services?

Paige E Marlow'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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