Najeedah Ghias

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

• 08/2019 → Present
  Rockwood Wealth Management
  New Hope, PA
• 08/2019 → Present
  Rockwood Wealth Management
  New Hope, PA
• 09/2009 → 08/2019
  Student
  Philadelphia, PA
• 03/2019 → 07/2019
  Financial Compass, Llc
  Newtown, PA
• 05/2018 → 03/2019
  Curo Wealth Management
  Langhorne, PA

Other Businesses

Savvy Ladies; Helpline Volunteer; Investment related: Yes; Location: Online; Duties: Get matched with women who need assistance with budgeting, investing, and basic financial concepts. Talk with that woman for about one hour via Zoom or phone (in non-business hours). I take about two to three volunteers a month so only 2-3 hours per month of volunteering.; 2022-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-31

Designations

• Certified Financial Planner