Robert Ney Dusek
Investment adviser representative at Rockwood Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$2.9BFirm assets
17 yearsFirm in business
Are you Robert Ney Dusek? Claim your profile
Contact this firm
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
10 years in the industry.
- Rockwood Wealth Management, LLCAug 2024 to now
- UnemployedJun 2024 to Aug 2024
- Royal Bank of CanadaJun 2023 to Aug 2023
- Rutgers UniversitySep 2020 to May 2024
- The Pennington SchoolSep 2016 to Jun 2020
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
- 7775296
- Firm CRD
- 137481