Rockline Wealth Management, LLC Employee Directory

Financial ServicesUnited States2-10 Employees

Rockline Wealth Management, LLC is a financial services firm built on 3 pillars: Reliability, Transparency, and Simplicity. With over 80 years of combined experience advising clients on their financial needs, our team at RWM strives to provide an unparalleled level of client service and education. 

Rockline Wealth Management, LLC is registered as an investment adviser with U.S. Security and Exchange Commission and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.

Third party posts found on this profile are not an endorsement and do not reflect the views of Rockline Wealth Management, LLC.

Find Rockline Wealth Management, LLC employees' phone numbers or email addresses

Rockline Wealth Management, LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Rockline Wealth Management, LLC's Leadership

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    N. C.
    Vice President - Research & Trading Operations
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    S. L.
    Vice President Of Business Development
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    G. G.
    Owner, Ceo, Cco
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    M. R.
    Managing Partner
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    A. S.
    Vice President, Wealth Management Advisor
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    D. S.
    Branch Operations Manager
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    S. T.
    Client Relationship Manager
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Contact profiles from Rockline Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. G.
    Owner, Ceo, Cco
    Phone icon
    United StatesNew York
    May 20, 2024
  • Stylized image of a person
    M. R.
    Managing Partner
    Phone icon
    United StatesNew York
    Oct 27, 2025
  • Stylized image of a person
    A. S.
    Vice President, Wealth Management Advisor
    Phone icon
    United StatesNew York
    Nov 17, 2025
  • Stylized image of a person
    N. C.
    Vice President - Research & Trading Operations
    Phone icon
    Nov 19, 2025
  • Stylized image of a person
    S. L.
    Vice President Of Business Development
    Phone icon
    United StatesNew York
    Oct 17, 2024
  • Stylized image of a person
    D. S.
    Branch Operations Manager
    Phone icon
    Oct 26, 2025
  • Stylized image of a person
    S. T.
    Client Relationship Manager
    Phone icon
    Nov 20, 2025

Frequently Asked Questions

What is Rockline Wealth Management, LLC known for?

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Rockline Wealth Management, LLC was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 2701 Sunrise Hwy, Islip Terrace, New York 11752, US; you can contact the main corporate office by phone at . Explore Rockline Wealth Management, LLC's company overview page for more information.

What is Rockline Wealth Management, LLC's most common email format?

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Rockline Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rockline Wealth Management, LLC email formats with LeadIQ.

How many employees does Rockline Wealth Management, LLC have currently?

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Rockline Wealth Management, LLC has approximately 9 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Rockline Wealth Management, LLC's key employees and leadership?

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As of December 2025, Rockline Wealth Management, LLC's key employees include:

  • Vice President - Research & Trading Operations: N. C.
  • Vice President Of Business Development: S. L.
  • Owner, Ceo, Cco: G. G.
  • Managing Partner: M. R.
  • Vice President, Wealth Management Advisor: A. S.

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