Natalia Rybak (CRD# 7539336) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockwood Wealth Management | New Hope, PA | Oct 2023 - Current | < 1 |
| Unemployed | Bridgewater, NJ | May 2023 - Sep 2023 | < 1 |
| Highland Financial Advisors | Wayne, NJ | Oct 2022 - May 2023 | < 1 |
| Stolzer, Rothschild, Leavy, LLC | Basking Ridge, NJ | Feb 2020 - Sep 2022 | 2 |
| William Paterson University | Wayne, NJ | Aug 2022 - Aug 2022 | < 1 |
| Charles Schwab Company | West Lake, TX | Jun 2022 - Jul 2022 | < 1 |
| Texas Tech Univeristy | Lubbock, TX | Jul 2021 - Jul 2021 | < 1 |
| Quick Chek | Bridgewater, NJ | Jun 2019 - Feb 2020 | < 1 |
| Sushi House | Bridgewater, NJ | Nov 2018 - May 2019 | < 1 |
| Student | Bridgewater, NJ | Oct 2011 - Nov 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- PA
-
Total Assets Under Management1,776MILLIONS
-
Total Number of Accounts3,935ACCOUNTS
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Average Account Value$451,236
- A percentage of assets under your management
- 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)
AR, AZ, CA, CO, CT, DC, FL, ID, IL, LA, MA, MD, NC, NH, NJ, NY, PA, TX, VA, WA
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