Claim Profile
MR

Melissa Diane Rocco

AMBERJACK CAPITAL PARTNERS, L.P.·HOUSTON, Texas
Unclaimed Profile
1021 MAIN ST., HOUSTON, TX 77002CRD# 7393200Firm CRD# 161464
01

About

Melissa Diane Rocco is a registered financial advisor based in HOUSTON, Texas, affiliated with AMBERJACK CAPITAL PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AMBERJACK CAPITAL PARTNERS, L.P.
AMBERJACK CAPITAL PARTNERS, L.P.
AUM
$1.2B
Regulatory assets under management
Employees
12
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7393200
Firm CRD# 161464
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Melissa Diane Rocco offer?
Melissa Diane Rocco specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Melissa Diane Rocco's credentials?
Melissa Diane Rocco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Diane Rocco located?
Melissa Diane Rocco is based in HOUSTON, Texas, working with AMBERJACK CAPITAL PARTNERS, L.P.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Melissa Diane Rocco charge for services?
Melissa Diane Rocco's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMBERJACK CAPITAL PARTNERS, L.P.?
AMBERJACK CAPITAL PARTNERS, L.P. has approximately 12 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →