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Gabriel Michael Gallante

ROCKLINE WEALTH MANAGEMENT LLC·PLAINVIEW, New York
Clean recordROCKLINE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gabriel Michael Gallante is a registered financial advisor based in PLAINVIEW, New York, affiliated with ROCKLINE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ROCKLINE WEALTH MANAGEMENT LLC
ROCKLINE WEALTH MANAGEMENT LLC
AUM
$478M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ROCKLINE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6084899
Firm CRD# 324004
View on FINRA BrokerCheck →

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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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