Travis Simao Roe-raymond
Investment adviser representative at Rockwood Wealth Management, LLC
16 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$2.9BFirm assets
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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
16 years in the industry.
- Rockwood Wealth Management, LLCMay 2019 to now
- TIAAJan 2017 to Apr 2019
- Blackrock Investment Management, LLCNov 2010 to Jan 2017
- Blackrock Investments, LLCNov 2010 to Jan 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5884838
- Firm CRD
- 137481