Unclaimed Profile

Robert Thomas Stephenson

ROCKWOOD WEALTH MANAGEMENT, LLC·NEW HOPE, Pennsylvania

Clean recordROCKWOOD WEALTH MANAGEMENT, LLC

6464 LOWER YORK ROAD, NEW HOPE, PA 18938CRD# 6560636Firm CRD# 137481

Profile Verification

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

Identity

Robert Thomas Stephenson · NEW HOPE, PA

Registration

CRD #6560636 · ROCKWOOD WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Thomas Stephenson 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ROCKWOOD WEALTH MANAGEMENT, LLC

AUM

$1.8B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6560636

Firm CRD# 137481

View on FINRA BrokerCheck →

Looking for a financial advisor in NEW HOPE?

Browse all registered financial advisors in NEW HOPE, Pennsylvania or claim this profile if it's yours.

Browse NEW HOPE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Thomas Stephenson offer?

Robert Thomas Stephenson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW HOPE, Pennsylvania for a consultation.

What are Robert Thomas Stephenson's credentials?

Robert Thomas Stephenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Thomas Stephenson located?

Robert Thomas Stephenson 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 Robert Thomas Stephenson charge for services?

Robert Thomas Stephenson'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →