Craig Morgenstern (CRD# 5426662) 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# 2267593
Brighton Financial Planning
Score
107
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
CRD# 2154776
Constantia Capital LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockwood Wealth Management | New Hope, PA | Jan 2018 - Current | < 1 |
| Rockwood Wealth Management | New Hope, PA | Jan 2018 - Current | < 1 |
| Na | W. Conshohocken, PA | Sep 2017 - Jan 2018 | < 1 |
| Hirtle Callaghan & Company LLC | W. Conshohocken, PA | Nov 2013 - Sep 2017 | 3 |
| Na | Chadds Ford, PA | Sep 2013 - Nov 2013 | < 1 |
| Endowment Capital | Chadds Ford, PA | Jan 2013 - Sep 2013 | < 1 |
| Unemployed | Philadelphia, PA | Jul 2012 - Dec 2012 | < 1 |
| Ziff Brothers Inv. | New York, NY | Jun 2010 - Jun 2012 | 2 |
| Robert W. Baird & Company | Mclean, VA | Jul 2008 - May 2010 | 1 |
| Robert H. Smith School Of Business | College Park, MD | Sep 2006 - Jun 2008 | 1 |
| University Of Maryland | College Park, MD | Jan 2008 - May 2008 | < 1 |
- PA
-
Total Assets Under Management636MILLIONS
-
Total Number of Accounts2,128ACCOUNTS
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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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