Maxwell Valentine Dalavai

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

• 10/2015 → 01/2020
  Dam Good Cafe
  Dublin, PA
• 08/2016 → 05/2020
  Liberty University
  Lynchburg, VA
• 06/2020 → 07/2021
  Thrivent Investment Management Inc
  Perkasie, PA
• 05/2018 → 08/2018
  Mac Capital Partners
  Plymouth Meeting, PA
• 06/2019 → 08/2019
  Omni Senior Living
  Solon, OH
• 07/2020 → 11/2020
  Thrivent Financial
  Appleton, WI
• 11/2020 → 07/2021
  Thrivent Financial
  Appleton, WI
• 08/2021 → 05/2022
  Crossgate Wealth Advisors, Llc
  Yardley, PA
• 07/2022 → Present
  Rockwood Wealth Management
  New Hope, PA
• 07/2022 → Present
  Investment Adviser Representative
  New Hope, PA

Previous Registrations

• 2021-08-04 → 2022-06-01
  Crossgate Wealth Advisors, Llc
  Newtown, PA
• 2020-09-10 → 2021-07-16
  Thrivent Investment Management Inc.
  Camp Hill, PA
  Perkasie, PA

Exams

• S66 Uniform Combined State Law Examination
  2020-09-09

Designations

• Certified Financial Planner

Other Names

• Maxwell Dalavai