Kyle David Quigley

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

• 06/2020 → 06/2021
  Stawnychy Financial Services
  Kinnelon, NJ
• 07/2021 → Present
  Rockwood Wealth Management
  New Hope, NJ
• 07/2021 → Present
  Rockwood Wealth Management
  New Hope, NJ
• 09/2018 → 05/2020
  Lincoln Financial Advisors
  Paramus, NJ
• 05/2020 → 07/2021
  William Paterson University
  Wayne, NJ
• 08/2016 → 05/2020
  William Paterson University
  Wayne, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-01

Designations

• Certified Financial Planner

Other Names

• Kyle D Quigley