Annabella Campbell Rockwell
Professional Summary
Annabella Campbell Rockwell is a registered financial advisor currently at SECURITIES CLUB BROKER-DEALER, LLC located in Palm Beach, Florida. Annabella is registered as a RR (Registered Representative) and started their career in finance in 2017. Annabella has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 57, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
BLUESQUARE CAPITAL ADVISORS, LLC | SECURITIES CLUB BROKER-DEALER, LLC
Contact Information
Main Address
250 Royal Palm Way Suite 306b, Palm Beach, FL 33480Mailing Address
250 Royal Palm Way Suite 306b, Palm Beach, FL 33480Phone Number
(917) 515-7054Established
New York since 05/18/2016Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (14 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(3/8/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Annabella Campbell Rockwell's CRS (Customer Relationship Summary).
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