Eric Siss, financial advisor New Hope PA
88 score

Eric Siss

CRD 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.

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Company Name Location Dates Years
Rockwood Wealth Management New Hope, PA Jun 2014 - Current 2
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
Contact Info for Eric D. Siss
Phone Number: 267-983-6400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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


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Clean Record
This advisor has a clean track record with regulators.

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