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Renee A Schuster

Rockwood Wealth Management, LLC

New Hope, PA

CRD 5672786

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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

AuthorityCategoryStatusDate
PA RA APPROVED 2019-08-14
  • PA RA
    APPROVED
    Since 2019-08-14

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
Tiaa-Cref Individual & Institutional Services, Llc Center Valley PA 04/2013 Present
Tiaa Center Valley PA 04/2013 06/2019
Rockwood Wealth Management New Hope PA 08/2019 Present
Rockwood Wealth Management New Hope PA 08/2019 Present
  • 04/2013 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Center Valley, PA
  • 04/2013 → 06/2019
    Tiaa
    Center Valley, PA
  • 08/2019 → Present
    Rockwood Wealth Management
    New Hope, PA
  • 08/2019 → Present
    Rockwood Wealth Management
    New Hope, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-03
  • S66 Uniform Combined State Law Examination
    2010-12-03
Designations
  • Certified Financial Planner
Other Names
  • Renee M Atalla
  • Renee Myra Atalla
  • Renee Atalla Schuster

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
ORCHESTRA MEDICAL VENTURES, LLC
CW ADVISORS, LLC

Nearby Investors

JAGRUTI D PANWALA
ARTI K SHAH
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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