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 3 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 Management636MILLIONS
Total Number of Accounts2,128ACCOUNTS
Average Account Value$298,710
- 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)
CA, FL, MA, MD, NH, NJ, PA, TX, VA
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