Advisor at Rockwood Wealth Management, LLC
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Firm
Rockwood Wealth Management, LLC
Location
New Hope, PA 18938
Credentials
Series 65
Industry experience
1 year
Robert Maloney is a financial advisor at Rockwood Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Rockwood Wealth Management since 2024. Prior to this, he gained experience at Elliott-Lewis Corporation and CI Lawn Equipment. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios and operates with multi-billion assets under management through a large multi-advisor team.
Based on Rockwood Wealth Management, LLC
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $12,000, which may be waived or reduced at firm's discretion Fee-only: Fee-only compensation; no commissions accepted
6464 Lower York Road
New Hope, PA 18938
Pennsylvania
Rockwood Wealth Management, LLC
2024 - Present (2 years)
Rockwood Wealth Management
2024 - Present (2 years)
Elliott-Lewis Corporation
2022 - 2023 (1 year)
CI Lawn Equipment
2020 - 2021 (1 year)
Rockwood Wealth Management
2014 - 2024 (10 years)
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