Eric SissCRD Number: 6204450
Current Firm: Rockwood Wealth Management, LLC
Eric Siss (CRD# 6204450) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 2 years of experience in the finance industry.
Brighton Financial Planning
Academy Wealth Advisers, LLC
Constantia Capital LLC
|Rockwood Wealth Management||New Hope, PA||Jun 2014 - Current||3|
|Virginia Tech||Blacksburg, VA||Sep 2010 - May 2014||3|
|Kroger||Blacksburg, VA||Oct 2013 - Mar 2014||< 1|
|Charles Schwab||Phoenix, AZ||Jun 2013 - Aug 2013||< 1|
|Village At Blacksburg||Blacksburg, VA||Jul 2012 - May 2013||< 1|
|Rockwood Wealth Management||New Hope, PA||Jun 2012 - Jul 2012||< 1|
|Howell High School||Farmingdale, NJ||Sep 2006 - Jun 2010||3|
|Lakewood Blue Claws||Lakewood, NJ||Apr 2009 - Sep 2009||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management348MILLIONS
Total Number of Accounts1,296ACCOUNTS
Average Account Value$268,859
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL, MD, NH, NJ, PA, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.