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Gabriel Michael Gallante

ROCKLINE WEALTH MANAGEMENT LLC·PLAINVIEW, New York
SIE, Series 7, Series 63, Series 66Clean record13 years registeredROCKLINE WEALTH MANAGEMENT LLC
255 EXECUTIVE DRIVE, PLAINVIEW, NY 11803CRD# 6084899Firm CRD# 324004

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gabriel Michael Gallante · PLAINVIEW, NY
Registration
CRD #6084899 · ROCKLINE WEALTH MANAGEMENT LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

ROCKLINE WEALTH MANAGEMENT LLC
May 2023 – present
LPL FINANCIAL LLC
Apr 2018 – Jun 2024
PLAINVIEW, NY
WELLS FARGO CLEARING SERVICES, LLC
May 2013 – Apr 2018
MELVILLE, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · May 30, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROCKLINE WEALTH MANAGEMENT LLC
CRD 324004 · SEC 801-127867
AUM
$478M
Regulatory assets under management
Employees
5
1,007 client accounts
Services offered by ROCKLINE WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROCKLINE WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Gabriel Michael Gallante offer?
Gabriel Michael Gallante specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLAINVIEW, New York for a consultation.
What are Gabriel Michael Gallante's credentials?
Gabriel Michael Gallante is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gabriel Michael Gallante located?
Gabriel Michael Gallante is based in PLAINVIEW, New York, working with ROCKLINE WEALTH MANAGEMENT LLC. Their office serves clients in the PLAINVIEW metropolitan area and surrounding communities.
How does Gabriel Michael Gallante charge for services?
Gabriel Michael Gallante's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCKLINE WEALTH MANAGEMENT LLC?
ROCKLINE WEALTH MANAGEMENT LLC has approximately 5 employees and manages $478M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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