Adrian T. Colarusso

TARGET ROCK WEALTH MANAGEMENT

Princeton, NJ

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CRD#: 6501707

Professional summary

Adrian Todd Colarusso, CFA, CFP®, who also goes by Adrian Colarusso, is a registered financial advisor currently at TARGET ROCK WEALTH MANAGEMENT, LLC located in Princeton, New Jersey.

Adrian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Adrian has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adrian Colarusso

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.

Avellino Holdings; investment-related; 11 Pschorn Lane, Hillsborough, NJ 08844; Manager; start date: 09/2019; 1hr/quarter; 1hr/quarter during securiites trading hours; Manages investment account for LLC for benefit of owner, the IAR's mother.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adrian Todd Colarusso'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

January 19, 2022 - Present

TARGET ROCK WEALTH MANAGEMENT, LLC

RIA

CRD#: 312279

Princeton, NJ

Past

September 16, 2015 - July 1, 2021

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

PRINCETON, NJ

Past

August 3, 2015 - July 1, 2021

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

PRINCETON, NJ

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".

TARGET ROCK WEALTH MANAGEMENT, LLC

CRD#: 312279 / SEC#: 801-130008

RIA

Registered Investment Advisory firm - (4/25/2024 Approved)

New Jersey

Registered Investment Advisory firm - (4/29/2024 Terminated)

New York

Registered Investment Advisory firm - (4/26/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 Jersey
(1/19/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/14/2015

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/19/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/3/2015

General Securities Representative Examination

Current Firm

TARGET ROCK WEALTH MANAGEMENT, LLC

CRD#: 312279 / SEC#: 801-130008

RIA

Registered Investment Advisory firm - (4/25/2024 Approved)

New Jersey

Registered Investment Advisory firm - (4/29/2024 Terminated)

New York

Registered Investment Advisory firm - (4/26/2024 Terminated)

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Contact information

Main Address

445 Park Avenue Floor 9, New York, NY 10022

Mailing Address

Phone number

(914) 580-4530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/28/2025)

Regulatory assets under management

Total Number of Accounts	261
AUM (Assets Under Management)	$ 60,834,941

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.

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Firm Stability Insights

Adrian T. Colarusso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adrian Todd Colarusso's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

Primary Firm SEC Registration

TARGET ROCK WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/14/2015

Series 7TO

Date: 12/19/2022

SIE

Date: 10/1/2018

Series 7

Date: 8/3/2015

Current Firm

TARGET ROCK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TARGET ROCK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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