linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paige E Marlow

Rockwood Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paige? Claim Your Profile

About Paige E Marlow

Paige E. Marlow is an investment advisor representative who works with clients in Pennsylvania. She is registered with Rockwood Wealth Management, LLC and has been in the industry for more than 10 years. Previously, Paige was affiliated with Commonwealth Financial Network and Merrill Lynch, Pierce, Fenner & Smith Incorporated. She holds a Series 66 license, as well as Series 7 and the Securities Industry Essentials (SIE) exams. Paige focuses on financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Paige Marlow 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paige Marlow’s Registration & Firm History

PA

12/15/2017 - Present

Rockwood Wealth Management, LLC (NEW HOPE PA)

PA

07/11/2016 - 11/28/2017

COMMONWEALTH FINANCIAL NETWORK (NEW HOPE PA)

PA

08/12/2008 - 02/04/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YARDLEY PA)

Not sure if Paige E Marlow is right for you?

Licenses & Designations

BOTH

Issued 06/17/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Paige E Marlow. Review regulatory record here.
Not sure if Paige E Marlow is right for you?