Scott Kelley (CRD# 2527243) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 29 years 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 | Mar 2016 - Current | 8 |
| Bank Of America, N.a. | Princeton, NJ | Nov 2015 - Mar 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton, NJ | Jun 2015 - Mar 2016 | < 1 |
| Andrews Partners | Abington, PA | Jul 2014 - May 2015 | < 1 |
| Unemployed | New Hope, PA | Sep 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- PA
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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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