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Casey Baker

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 2026-07-13
  • PA RA
    APPROVED
    Since 2026-07-13

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 Chestnut Hill PA 07/2016 06/2022
Student Burlington VT 08/2022 05/2026
Rockwood Wealth Management, Llc New Hope PA 07/2026 Present
Rockwood Wealth Management, Llc New Hope PA 07/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-04
  • S65 Uniform Investment Adviser Law Examination
    2026-06-04

View on SEC IAPD

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WILLIAM HOWARD STANERT

Other Offices

OSAIC WEALTH, INC. · NEW HOPE, PA
ORCHESTRA MEDICAL VENTURES, LLC · NEW HOPE, PA
CW ADVISORS, LLC · NEW HOPE, PA
COMMONWEALTH FINANCIAL NETWORK · NEW HOPE, PA
MOONDANCE INVESTMENT ADVISORS, LLC · NEW HOPE, PA
EDWARD JONES · LAMBERTVILLE, NJ
EQUITABLE ADVISORS, LLC · NEW HOPE, PA
GRO CAPITAL, LLC · LAMBERTVILLE, NJ

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