ROCKPORT WEALTH, LLC of FAIRVIEW PARK, OH is an SEC-registered investment adviser (CRD 297122). Regulatory assets under management: $676.4M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Charles David Dickinson | CHIEF COMPLIANCE OFFICER | — |
| Adam Richard Stalnaker | MANAGING MEMBER; OWNER | — |
| Joseph John Kovach | MEMBER; OWNER | — |
| Thomas Valentine David | SENIOR WEALTH ADVISOR AND CHIEF COMPLIANCE OFFICER | — |
| DICKINSON CHARLES DAVID | CHIEF COMPLIANCE OFFICER | — |
| STALNAKER ADAM RICHARD | MANAGING MEMBER; OWNER | — |
| KOVACH JOSEPH JOHN | MEMBER; OWNER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| YOUNGSTOWN | OH | 1 | (330) 965-9890 |
| — | — | 1 | 216 226 4560 |
| — | — | 1 | 216-226-4560 |