Mark Theodore Kelly

Employer firm

Rockwood Wealth Management, LLC CRD 137481

$2.87B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → Present
  Hirtle Callaghan & Co. Llc
  W. Conshohocken, PA

Previous Registrations

• 2011-10-07 → 2013-04-30
  Hirtle & Co., Llc
  West Conshohocken, PA
• 2011-02-18 → 2011-05-24
  Mycio Wealth Partners, Llc
  Philadelphia, PA
• 2007-05-03 → 2010-11-30
  Convergent Wealth Advisors, Llc
  Rockville, MD
  Radnor, PA
• 2004-07-12 → 2007-05-03
  Lydian Wealth Management Company, Llc
  Rockville, MD