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John Collins

Rockwood Wealth Management, LLC

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About John Collins

John Collins is a financial advisor with Rockwood Wealth Management, LLC. John has been in the industry for over 20 years, and is registered as an Investment Advisor Representative in Pennsylvania. John has a deep understanding of the financial markets, and is committed to providing clients with personalized financial advice that meets their individual needs. Prior to joining Rockwood Wealth Management, LLC, John was with Equitable Advisors, LLC in Bala Cynwyd, PA. John is passionate about helping clients achieve their financial goals and provides services such as financial planning, portfolio management, and selection of other advisors.

Firm Information

John Collins 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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John Collins’s Registration & Firm History

PA

06/17/2024 - Present

Rockwood Wealth Management, LLC (NEW HOPE PA)

PA

09/29/2023 - 05/10/2024

EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)

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Licenses & Designations

BOTH

Issued 10/26/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/31/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Collins.
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