Carlie Elizabeth Shorr

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

• 03/2020 → 06/2023
  The Blue Bell Inn
  Blue Bell, PA
• 06/2023 → 07/2023
  Foundations Financial Partners
  Doylestown, PA
• 12/2023 → Present
  Rockwood Wealth Management
  New Hope, PA
• 12/2023 → Present
  Rockwood Wealth Management, Llc
  New Hope, PA
• 09/2015 → 06/2019
  Upper Dublin High School
  Fort Washington, PA
• 08/2019 → 05/2020
  Saint Joseph's University
  Philadelphia, PA
• 09/2020 → 05/2023
  Temple University
  Philadelphia, PA
• 07/2023 → 12/2023
  Unemployed
  New Hope, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-19

Other Names

• Carlie Shorr