John Collins
Investment adviser representative at Rockwood Wealth Management, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Rockwood Wealth Management, LLCJun 2024 to now
- Equitable Advisors, LLCSep 2023 to now
- UnemployedJul 2023 to Aug 2023
- Karr Barth AssociatesJun 2023 to May 2024
- Gridless ChargeDec 2022 to Jun 2023
- UnemployedJul 2022 to Dec 2022
- Trillium Trading LLCOct 2020 to Jul 2022
- Waiting for Job To BeginJun 2020 to Sep 2020
- College StudentAug 2019 to Jun 2020
- Susquehanna International GroupMay 2019 to Aug 2019
- College StudentAug 2018 to May 2019
- Douglass FudgeMay 2018 to Aug 2018
- College StudentAug 2017 to May 2018
- Life Is GoodMay 2017 to Aug 2017
- University of Notre DameAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7808560
- Firm CRD
- 137481