Mark Theodore Kelly
Investment adviser representative at Rockwood Wealth Management, LLC
15 yearsExperience
2 statesRegistered in
$2.9BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Rockwood Wealth Management, LLCMay 2013 to now
- Hirtle Callaghan & Co. LLCOct 2011 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Rockwood Wealth Management, LLC
$2.9BAssets managed
971Clients
45Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4443072
- Firm CRD
- 137481