Inactive

John T Hagan

Rockwood Wealth Management, LLC

CRD 6968248

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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:

Current Employers

Rockwood Wealth Management, Llc

6464 Lower York Road, New Hope, PA 18938 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2018-08-27

PA RA
APPROVED

Since 2018-08-27

Branch Locations

6464 Lower York Road, New Hope, PA 18938 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Rockwood Wealth Management	New Hope	PA	06/2018	Present
Rockwood Wealth Management	New Hope	PA	06/2018	Present
Hagan Home Building, Llc	New Hope	PA	06/2005	06/2018

06/2018 → Present

Rockwood Wealth Management

New Hope, PA
06/2018 → Present

Rockwood Wealth Management

New Hope, PA
06/2005 → 06/2018

Hagan Home Building, Llc

New Hope, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-08-27

S65 Uniform Investment Adviser Law Examination

2018-08-27

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.

ORCHESTRA MEDICAL VENTURES, LLC

CW ADVISORS, LLC

Nearby Investors

JAGRUTI D PANWALA

CHRISTOPHER EARL LINDENTHAL

Nearby Offices

OSAIC WEALTH, INC. · NEW HOPE, PA

ORCHESTRA MEDICAL VENTURES, LLC · NEW HOPE, PA

CW ADVISORS, LLC · NEW HOPE, PA

More in New Hope, PA

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