Travis Roe-Raymond, financial advisor New Hope PA

Travis Roe-Raymond

CRD Number: 5884838
Current Firm: Rockwood Wealth Management, LLC

Travis Roe-Raymond (CRD# 5884838) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 13 years of experience in the finance industry. Travis Roe-Raymond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rockwood Wealth Management New Hope, PA May 2019 - Current 4
Rockwood Wealth Management New Hope, PA May 2019 - Current 4
Tiaa Princeton, NJ Jan 2017 - Apr 2019 2
Blackrock Investments, LLC Princeton, NJ Nov 2010 - Jan 2017 6
Blackrock Investment Management, LLC Princeton, NJ Nov 2010 - Jan 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Travis S. Roe-Raymond
Phone Number: 267-983-6400
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,776
    MILLIONS
  • Total Number of Accounts
    3,935
    ACCOUNTS
  • Average Account Value
    $451,236
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, ID, IL, LA, MA, MD, NC, NH, NJ, NY, PA, TX, VA, WA

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