Courtney Lynn Durham

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

• 01/2017 → 12/2017
  Merrill Lynch
  Blue Bell, PA
• 09/2007 → 12/2017
  Hatboro- Horsham School District
  Horsham, PA
• 02/2018 → Present
  Rockwood Wealth Management
  New Hope, PA
• 03/2018 → Present
  Rockwood Wealth Management
  New Hope, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-23

Designations

• Certified Financial Planner

Other Names

• Courtney L Durham