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Geraldine T Broadbent

Rockwood Wealth Management, LLC

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About Geraldine T Broadbent

Geraldine T Broadbent is a financial advisor at Rockwood Wealth Management, LLC. Geraldine has been in the industry for over 20 years and has experience working with individuals, high net worth individuals, trusts, pension and profit sharing plans, charitable organizations, and corporations or other businesses. Geraldine holds a Series 6 and a Series 66 license. Geraldine also holds a real estate sales license and has been working as a real estate salesperson since 2005. Geraldine is a Chartered Financial Consultant. Geraldine has been registered with Rockwood Wealth Management, LLC since March 2022.

Firm Information

Geraldine Broadbent is currently registered with Rockwood Wealth Management, LLC. Rockwood Wealth Management, LLC is a registered investment advisor headquartered in New Hope, Pennsylvania. The firm manages over $2 billion in assets for individuals, trusts, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management, and selection of other advisors.
Rockwood Wealth Management, LLC

6464 LOWER YORK ROAD

NEW HOPE, PA 18938

$2.20B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Geraldine Broadbent’s Registration & Firm History

PA

03/14/2022 - Present

Rockwood Wealth Management, LLC (NEW HOPE PA)

PA

03/21/2003 - 03/09/2004

GIRARD PARTNERS LTD. (KING OF PRUSSIA PA)

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Licenses & Designations

BOTH

Issued 01/28/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/20/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geraldine T Broadbent.
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