Rockline Wealth Management LLC

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Client assets under management

$641,001,083

Clients

861

39% high-net worth

Advisors

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

215

Very High

Average account size

$744,484

About

Rockline Wealth Management serves individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and businesses, offering comprehensive portfolio management and ongoing retirement plan consulting that includes investment policy development, participant education, and plan monitoring. The firm manages both discretionary and non-discretionary accounts and provides participant account management for held-away defined contribution accounts through third-party platforms.

As a fiduciary, Rockline emphasizes knowing the client, individualized financial planning, continuous monitoring and rebalancing, and education about the investment process. Its investment approach combines asset-allocation strategies (strategic, dynamic, tactical, core-satellite) with fundamental and qualitative analysis and employs a range of instruments—individual stocks and bonds, ETFs and mutual funds, options, and certain private or other securities—when appropriate to client objectives and constraints.

What distinguishes the firm is the scale relative to its staff: it manages roughly $749 million in client assets with a four-advisor team and began advisory operations in 2023, reflecting an unusually large asset base for a compact team. The firm also accepts ERISA fiduciary appointments for retirement plans, uses third-party platforms and standing-letter arrangements for participant account management and third-party money movement, and discloses that some representatives are licensed insurance agents and may serve as trustees in personal or family capacities.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Retirement Plan Consulting flat fees up to $50,000

Main office location

Rockline Wealth Management LLC

2701 Sunrise Highway

Islip Terrace NY 11752, United States

Number of offices

Most active in

California · Colorado · Connecticut · Delaware · Florida · Massachusetts · New Jersey · New York · North Carolina · South Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 516-605-1624

Advisors at this firm

Gabriel G

Series 63, Series 66

Islip Terrace, NY

Rockline Wealth Management LLC

Gabriel Gallante is a financial advisor at Rockline Wealth Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial LLC and Wells Fargo Advisors LLC. Gallante is also licensed as a non-variable insurance agent. Rockline Wealth Management LLC provides comprehensive portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm combines fundamental and qualitative analysis with strategic asset allocation and ongoing portfolio monitoring.

Active portfolio management Options & derivatives strategies

Nicholas C

Series 66

Islip Terrace, NY

Rockline Wealth Management LLC

Nicholas Coluzzi is a financial advisor at Rockline Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and New York Sports Clubs. Rockline Wealth Management LLC serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management and retirement plan consulting. The firm uses a combination of fundamental and tactical asset allocation strategies and provides ongoing monitoring and rebalancing of client portfolios.

Active portfolio management Options & derivatives strategies

Mark R

Series 63, Series 65

Islip Terrace, NY

Rockline Wealth Management LLC

Mark Rose is a financial advisor at Rockline Wealth Management LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Wells Fargo Advisors. Rose has been with Rockline Wealth Management since 2023. Rockline Wealth Management LLC serves individuals, trusts, pension and profit-sharing plans, and business entities by offering comprehensive portfolio management and retirement plan consulting. The firm employs a combination of fundamental and qualitative analysis with dynamic asset-allocation strategies and provides ongoing portfolio monitoring and rebalancing.

Active portfolio management Options & derivatives strategies

Salvatore L

Series 65, Series 66

Islip Terrace, NY

Rockline Wealth Management LLC

Salvatore Licata is a financial advisor at Rockline Wealth Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and previously worked at ETF Global for seven years. Rockline Wealth Management provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management and retirement plan consulting, using a blend of fundamental and tactical asset-allocation strategies with ongoing portfolio monitoring and rebalancing.

Active portfolio management Options & derivatives strategies

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