Samuel Whitaker Feldbaum

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

• 01/2016 → Present
  Rockwood Wealth Management
  New Hope, PA

Previous Registrations

• 2012-02-15 → 2016-06-02
  Locust Capital Management Llc
  Philadelphia, PA

Other Businesses

Finance Committee Member; Bucks County Opportunity Council - Finance Committee; Investment Related: No; 100 Doyle Street Doylestown PA 18901 United States; Description of the business: The Bucks County Opportunity Council provides a comprehensive range of self-sufficiency, both emergency and preventative, free tax preparation, financial literacy and asset development, food assistance, and weatherization services.; Responsibilities Duties: Member of the Organizations Finance Commitee; Start date with business: 2023-01-03; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-14

Designations

• Certified Financial Planner

Other Names

• Samuel W Feldbaum