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Megan Jane Lottier

Chief Compliance OfficerRockwood Wealth Management, LLCCRD 6617794

About Megan Jane Lottier

Megan Jane Lottier is listed as Chief Compliance Officer at Rockwood Wealth Management, LLC in New Hope, PA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Rockwood Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Megan Jane Lottier work?

Megan Jane Lottier is listed as Chief Compliance Officer at Rockwood Wealth Management, LLC on SEC Form ADV.

How much of Rockwood Wealth Management, LLC does Megan Jane Lottier own?

Form ADV reports a beneficial ownership band of Under 5%.

Rockwood Wealth Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2018