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GG

Gabriel M. Gallante

ROCKLINE WEALTH MANAGEMENT LLC
ISLIP TERRACE, NY 11752
Some features on this profile are disabled
CRD#: 6084899
GG

Professional summary

Gabriel Michael Gallante, AIF®, who also goes by Gabe Gallante, Gabriel Gallante, is a registered financial advisor currently at ROCKLINE WEALTH MANAGEMENT LLC located in Islip Terrace, New York.

Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Gabriel has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gabe Gallante | Gabriel Gallante

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.
1. Insurance Agent- investment related- Non-Variable Insurance - Start Date: 4/15/2019 - 20 hours per month/0 Hours During Securities Trading. 2. Rockline Wealth Management LLC, Investment related - 2701 Sunrise Hwy, Islip Terrace 11752, Start Date:12/19/2024- Real Estate (We occupy the space), Owner, 0 hours worked per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Michael Gallante's CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

Experience

Current

May 1, 2023 - Present

ROCKLINE WEALTH MANAGEMENT LLC

Office #1: 2701 Sunrise Highway, Islip Terrace, NY 11752
RIA
CRD#: 324004
ISLIP TERRACE, NY
Past

April 20, 2018 - June 18, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
PLAINVIEW, NY
Past

April 20, 2018 - June 18, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
PLAINVIEW, NY
Past

May 30, 2013 - April 23, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MELVILLE, NY
Past

May 9, 2013 - April 23, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MELVILLE, NY
Past

July 26, 2012 - March 20, 2013

COLUMBUS ADVISORY GROUP, LTD.

BD
CRD#: 126331
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
ROCKLINE WEALTH MANAGEMENT LLC
ROCKLINE WEALTH MANAGEMENT LLC

CRD#: 324004 / SEC#: 801-127867

RIA
Registered Investment Advisory firm - (5/1/2023 Approved)

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
New York
(5/1/2023)
IAR
Texas
(5/1/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/24/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/2/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/25/2012
General Securities Representative Examination

Current Firm

RW
ROCKLINE WEALTH MANAGEMENT LLC
ROCKLINE WEALTH MANAGEMENT LLC

CRD#: 324004 / SEC#: 801-127867

RIA
Registered Investment Advisory firm - (5/1/2023 Approved)
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Contact information

Main Address
2701 Sunrise Highway, Islip Terrace, NY 11752
Mailing Address
Phone number
(516) 605-1624
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/31/2025)

Regulatory assets under management

Total Number of Accounts1,321
AUM (Assets Under Management)$ 631,676,085

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

ROCKLINE WEALTH MANAGEMENT LLC

CRD#: 324004Islip Terrace, NY 11752

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