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Travis Simao Roe-raymond

Rockwood Wealth Management, LLC

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About Travis Simao Roe-raymond

Travis Roe-Raymond is a Certified Financial Planner and Chartered Financial Analyst who has been working in the financial services industry since 2011. Travis currently is a registered representative and investment advisor representative with Rockwood Wealth Management, LLC. Prior to joining Rockwood Wealth Management, Travis was with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. and BLACKROCK INVESTMENTS, LLC. Travis specializes in working with high-net-worth individuals, corporations, trusts, pensions, and charitable organizations.

Firm Information

Travis Roe-raymond 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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Travis Roe-raymond’s Registration & Firm History

PA

04/06/2021 - Present

Rockwood Wealth Management, LLC (NEW HOPE PA)

NJ

01/20/2017 - 04/09/2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PRINCETON NJ)

MI

02/16/2011 - 01/05/2017

BLACKROCK INVESTMENTS, LLC (BLOOMFIELD HILLS MI)

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Licenses & Designations

BOTH

Issued 03/22/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Travis Simao Roe-raymond.
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