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Natalia Rybak

Rockwood Wealth Management, LLC

New Hope, PA

CRD 7539336

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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 2024-01-26
  • PA RA
    APPROVED
    Since 2024-01-26

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
Rockwood Wealth Management New Hope PA 10/2023 Present
Unemployed Bridgewater NJ 05/2023 09/2023
Highland Financial Advisors Wayne NJ 10/2022 05/2023
Stolzer, Rothschild, Leavy, Llc Basking Ridge NJ 02/2020 09/2022
William Paterson University Wayne NJ 08/2022 08/2022
Charles Schwab Co. West Lake TX 06/2022 07/2022
Texas Tech Univeristy Lubbock TX 07/2021 07/2021
Quick Chek Bridgewater NJ 06/2019 02/2020
Sushi House Bridgewater NJ 11/2018 05/2019
Student Bridgewater NJ 10/2011 11/2018
  • 10/2023 → Present
    Rockwood Wealth Management
    New Hope, PA
  • 05/2023 → 09/2023
    Unemployed
    Bridgewater, NJ
  • 10/2022 → 05/2023
    Highland Financial Advisors
    Wayne, NJ
  • 02/2020 → 09/2022
    Stolzer, Rothschild, Leavy, Llc
    Basking Ridge, NJ
  • 08/2022 → 08/2022
    William Paterson University
    Wayne, NJ
  • 06/2022 → 07/2022
    Charles Schwab Co.
    West Lake, TX
  • 07/2021 → 07/2021
    Texas Tech Univeristy
    Lubbock, TX
  • 06/2019 → 02/2020
    Quick Chek
    Bridgewater, NJ
  • 11/2018 → 05/2019
    Sushi House
    Bridgewater, NJ
  • 10/2011 → 11/2018
    Student
    Bridgewater, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-26
  • S65 Uniform Investment Adviser Law Examination
    2024-01-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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