Adam R Klazmer

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

• 08/2012 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 08/2012 → 09/2022
  Equitable Advisors, Llc
  New York, NY
• 10/2022 → Present
  Rockwood Wealth Management
  New Hope, PA
• 10/2022 → Present
  Rockwood Wealth Management
  New Hope, PA

Previous Registrations

• 2013-03-13 → 2022-09-23
  Equitable Advisors, Llc
  Bala Cynwyd, PA
  Bala Cynwyd, PA

Other Businesses

1) OUTSIDE INSURANCE BROKERAGE BUSINESS. 2) YASHAR LACHAYAL, BOARD MEMBER, SINCE 7/2013, 20 HRS./ MONTH. 3) JEWISH FEDERATION OF GREATER PHILADELPHIA, BOARD MEMBER, SINCE 8/2014, 10 HRS./ MONTH. 4) Anti-Defamation League, volunteer/Board member since 9/2013, 15 hr/mo, $0 5) DBA Klazmer Financial Group 6) 91 Investments, LLC Bala Cynwyd, PA , member, since 8/25/2020, 2 hrs/mo

Exams

• S66 Uniform Combined State Law Examination
  2013-03-12

Designations

• Certified Financial Planner