Carlie Elizabeth Shorr
Investment adviser representative at Rockwood Wealth Management, LLC
8 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
8 years in the industry.
- Rockwood Wealth Management, LLCDec 2023 to now
- UnemployedJul 2023 to Dec 2023
- Foundations Financial PartnersJun 2023 to Jul 2023
- Temple UniversitySep 2020 to May 2023
- The Blue Bell InnMar 2020 to Jun 2023
- Saint Joseph's UniversityAug 2019 to May 2020
- Upper Dublin High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7744419
- Firm CRD
- 137481