Maxwell Valentine Dalavai
Investment Adviser Representative at Rockwood Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Maxwell Valentine Dalavai is an investment adviser representative with Rockwood Wealth Management, LLC in New Hope, PA, where they have been registered since 2022. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Crossgate Wealth Advisors, LLC and Thrivent Investment Management Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 46
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Dam Good CafeOct 2015 – Jan 2020Dublin, PA
- Liberty UniversityAug 2016 – May 2020Lynchburg, VA
- Thrivent Investment Management IncJun 2020 – Jul 2021Perkasie, PA
- Mac Capital PartnersMay 2018 – Aug 2018Plymouth Meeting, PA
- Omni Senior LivingJun 2019 – Aug 2019Solon, OH
- Thrivent FinancialJul 2020 – Nov 2020Appleton, WI
- Thrivent FinancialNov 2020 – Jul 2021Appleton, WI
- Crossgate Wealth Advisors, LLCAug 2021 – May 2022Yardley, PA
- Rockwood Wealth ManagementJul 2022 – no end date reportedNew Hope, PA
- Investment Adviser RepresentativeJul 2022 – no end date reportedNew Hope, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Rockwood Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.0125
- First $1,000,0001.25%
- Next $1,500,0001.00%
- Next $2,500,0000.80%
- Next $5,000,0000.60%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 46
- Offices listed on AdvisorFinder:
- 1
- Main office:
- New Hope, PA
- SEC file number:
- 801-69884
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 16, 2026
View full firm profileOther advisors at Rockwood Wealth Management, LLC
Showing 12 of 46 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maxwell Valentine Dalavai has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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