Natalia Rybak
Investment adviser representative at Rockwood Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
15 years in the industry.
- Rockwood Wealth Management, LLCOct 2023 to now
- UnemployedMay 2023 to Sep 2023
- Highland Financial AdvisorsOct 2022 to May 2023
- William Paterson UniversityAug 2022 to Aug 2022
- Charles Schwab Co.Jun 2022 to Jul 2022
- Texas Tech UniveristyJul 2021 to Jul 2021
- Stolzer, Rothschild, Leavy, LLCFeb 2020 to Sep 2022
- Quick ChekJun 2019 to Feb 2020
- Sushi HouseNov 2018 to May 2019
- StudentOct 2011 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7539336
- Firm CRD
- 137481