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Natalia Rybak

Investment Adviser Representative at Rockwood Wealth Management, LLC

New Hope, PACRD #7539336Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Natalia Rybak is an investment adviser representative with Rockwood Wealth Management, LLC in New Hope, PA, where they have been registered since 2024, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Pennsylvania.

Office

6464 Lower York Road
New Hope, PA 18938

Advisors at this office: 46

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/26/2024
SIE
Securities Industry Essentials Examination
Passed 7/27/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Rockwood Wealth Management, LLCCurrent
1/26/2024 – New Hope, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Rockwood Wealth Management
    Oct 2023 – no end date reportedNew Hope, PA
  2. Unemployed
    May 2023 – Sep 2023Bridgewater, NJ
  3. Highland Financial Advisors
    Oct 2022 – May 2023Wayne, NJ
  4. Stolzer, Rothschild, Leavy, llc
    Feb 2020 – Sep 2022Basking Ridge, NJ
  5. William Paterson University
    Aug 2022 – Aug 2022Wayne, NJ
  6. Charles Schwab Co.
    Jun 2022 – Jul 2022West Lake, TX
  7. Texas Tech Univeristy
    Jul 2021 – Jul 2021Lubbock, TX
  8. Quick Chek
    Jun 2019 – Feb 2020Bridgewater, NJ
  9. Sushi House
    Nov 2018 – May 2019Bridgewater, NJ
  10. Student
    Oct 2011 – Nov 2018Bridgewater, NJ

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
Firm's annual rate schedule by assets
  • 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

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 profile

Other advisors at Rockwood Wealth Management, LLC

Showing 12 of 46 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Natalia Rybak 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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