Renee A. Schuster
ROCKWOOD WEALTH MANAGEMENT
New Hope, PA 18938
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CRD#: 5672786
Professional summary
Renee A Schuster, CFP®, who also goes by Renee M Atalla, Renee Myra Atalla, Renee Atalla Schuster, is a registered financial advisor currently at ROCKWOOD WEALTH MANAGEMENT, LLC located in New Hope, Pennsylvania.
Renee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Renee has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Renee is responsible for advising affluent families and institutions. She functions as a trusted advisor on all matters pertaining to her clients’ financial planning and investments. Her broad understanding of capital markets, taxation, insurance, and estate planning allows her to address issues critical to intergenerational wealth transfer.
Renee's responsibilities include engineering long-term investment plans aimed specifically at achieving her clients’ stated goals. She establishes comprehensive financial planning solutions for her clients using sophisticated portfolio analysis tools. Renee works closely with her clients’ tax and legal advisors to ensure a multi-faceted approach to wealth planning.
Question & Answer
What are your service offerings?
Social Security Planning
Estate Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Corporate Executives
Estate & Generational Planning...
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Renee M Atalla | Renee Myra Atalla | Renee Atalla Schuster
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Renee A Schuster's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
August 14, 2019 - Present
ROCKWOOD WEALTH MANAGEMENT, LLC
Office #1: 6464 Lower York Road, New Hope, PA 18938RIA
CRD#: 137481
New Hope, PA
Past
July 2, 2013 - July 24, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
CENTER VALLEY, PA
Past
July 1, 2013 - July 24, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
CENTER VALLEY, PA
Past
December 7, 2010 - March 21, 2013
EDWARD JONES
RIA
CRD#: 250
BURKE, VA
Past
November 18, 2010 - March 21, 2013
EDWARD JONES
BD
CRD#: 250
BURKE, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ROCKWOOD WEALTH MANAGEMENT, LLC
BOOTH ADVISORY GROUP, LLC | ROCKWOOD WEALTH MANAGEMENT, LLC
CRD#: 137481 / SEC#: 801-69884
RIA
Registered Investment Advisory firm - (1/26/2009 Approved)Pennsylvania
Registered Investment Advisory firm - (2/27/2009 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(8/14/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ROCKWOOD WEALTH MANAGEMENT, LLC
BOOTH ADVISORY GROUP, LLC | ROCKWOOD WEALTH MANAGEMENT, LLC
CRD#: 137481 / SEC#: 801-69884
RIA
Registered Investment Advisory firm - (1/26/2009 Approved)Pennsylvania
Registered Investment Advisory firm - (2/27/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6464 Lower York Road, New Hope, PA 18938
Mailing Address
Phone number
(267) 983-6400
Established
Firm type
Fiscal year end
# of Employees
51
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,476 |
| AUM (Assets Under Management) | $ 2,185,443,848 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/20/2023 | ||
| 02/02/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
