Rocco Dilucchio

THINK TANK LLC

Palm Springs, CA 92264

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CRD#: 4659380

Professional summary

Rocco Dilucchio, who also goes by Rocky Dilucchio, is a registered financial advisor currently at THINK TANK LLC located in Palm Springs, California.

Rocco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Rocco has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rocky Dilucchio

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

- Currently Owner at Think Tank LLC - Based in Palm Springs, CA - Dedicate approximately 160 hours per month; 60 hour per month during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rocco Dilucchio's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 27, 2024 - Present

THINK TANK LLC

Office #1: 1502 S. Palm Canyon Dr, Palm Springs, CA 92264

RIA

CRD#: 325135

Palm Springs, CA

Past

August 16, 2023 - November 10, 2023

ACCREDINVEST

RIA

CRD#: 325366

Palm Springs, CA

Past

April 29, 2003 - January 2, 2004

FIS BROKERAGE & SECURITIES SERVICES LLC

CRD#: 104162

BOLINGBROOK, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/27/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/21/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 11/20/2001

General Securities Representative Examination

Current Firm

THINK TANK LLC

ROCCO EMIDIO DILUCCHIO | THINK TANK LLC | THE JEWELRY VAULT & LOAN

CRD#: 325135 / SEC#:

California

Registered Investment Advisory firm - (6/27/2024 Approved)

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Contact information

Main Address

1502 S. Palm Canyon Drive, Palm Springs, CA 92264

Mailing Address

Phone number

(760) 656-7225

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Rocco Dilucchio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rocco Dilucchio's CRS (Customer Relationship Summary).

Certified licenses

Experience

THINK TANK LLC

ACCREDINVEST

FIS BROKERAGE & SECURITIES SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/21/2023

Series 7

Date: 11/20/2001

Current Firm

THINK TANK LLC

Contact information

Documents

Red Flags

Company Information

THINK TANK LLC

TRUST BUT VERIFY

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