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Siddhi Sagar Malvankar

Rockwood Wealth Management, LLC

New Hope, PA

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Current Employers
Rockwood Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-20
  • PA RA
    APPROVED
    Since 2025-05-20

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
OrganizationCityStateFromTo
Student Ithaca NY 02/2015 06/2024
Freudigman And Billings Westport CT 06/2024 Present
Rockwood Wealth Management, Llc New Hope PA 02/2025 Present
  • 02/2015 → 06/2024
    Student
    Ithaca, NY
  • 06/2024 → Present
    Freudigman And Billings
    Westport, CT
  • 02/2025 → Present
    New Hope, PA
Other Businesses

(1) Freudigman and Billings LLC; Investment related: No; Location: 1720 Post Road Westport Connecticut 06880 USA; Description: Educational services company - provides education and therapeutic services to students of all ages. Offers tutoring and college prep, as well as essay and study skills building.; Position Title: Instructional Coach; Responsibilities Duties: Tutor students in physics, math, and econ. ; Start date: 2024-06-01; Hours per month during trading hours: 0; Hours per month outside trading hours: 4.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-20
  • S65 Uniform Investment Adviser Law Examination
    2025-05-20

View on SEC IAPD

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