Siddhi Sagar Malvankar

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

• 02/2015 → 06/2024
  Student
  Ithaca, NY
• 06/2024 → Present
  Freudigman And Billings
  Westport, CT
• 02/2025 → Present
  Rockwood Wealth Management, Llc
  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

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