Eagle Rock Wealth Management, LLC

Eagle Rock Wealth Management, LLC (CRD# 296784) is a financial advisory firm headquartered in Robbinsville, NJ. They manage $9,883,519 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
17 Main Street, Suite 404, Robbinsville, NJ 08691
http://www.eaglerockwm.com
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $429,718
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Eagle Rock Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joy Sheehan, financial advisor Robbinsville NJ
Joy A. Sheehan
CRD#: 5102764
17 Main Street, Suite 404, Robbinsville, NJ 08691

Joy Sheehan (CRD# 5102764) is an Investment Advisor Representative working at Eagle Rock Wealth Management, LLC in Robbinsville, NJ and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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