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Robert Ney Dusek

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
TX RA APPROVED 2026-07-13
PA RA APPROVED 2024-10-14
  • TX RA
    APPROVED
    Since 2026-07-13
  • PA RA
    APPROVED
    Since 2024-10-14

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
The Pennington School Pennington NJ 09/2016 06/2020
Rutgers University New Brunswick NJ 09/2020 05/2024
Royal Bank Of Canada Cherry Hill NJ 06/2023 08/2023
Rockwood Wealth Management New Hope PA 08/2024 Present
Rockwood Wealth Management, Llc New Hope PA 08/2024 Present
Unemployed New Hope PA 06/2024 08/2024
  • 09/2016 → 06/2020
    The Pennington School
    Pennington, NJ
  • 09/2020 → 05/2024
    Rutgers University
    New Brunswick, NJ
  • 06/2023 → 08/2023
    Royal Bank Of Canada
    Cherry Hill, NJ
  • 08/2024 → Present
    Rockwood Wealth Management
    New Hope, PA
  • 08/2024 → Present
    New Hope, PA
  • 06/2024 → 08/2024
    Unemployed
    New Hope, PA
Other Businesses

He is a board member of the New Hope Auto Show.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-14
  • S65 Uniform Investment Adviser Law Examination
    2024-10-14
Other Names
  • Trey Ney Dusek
  • Robert Ney Dusek

View on SEC IAPD

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