Rockline Wealth Management, LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Rockline Wealth Management, LLC is a financial services firm built on 3 pillars: Reliability, Transparency, and Simplicity. With over 50 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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    D. S.
    Branch Operations Manager
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    M. C.
    Client Relationship Manager
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Rockline Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Rockline Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
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    G. G.
    Owner, Ceo, Cco
    Phone icon
    United StatesNew York
    Feb 20, 2026
  • Stylized image of a person
    M. R.
    Managing Partner
    Phone icon
    United StatesNew York
    Mar 26, 2026
  • Stylized image of a person
    N. C.
    Vice President - Research & Trading Operations
    Phone icon
    Mar 26, 2026
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    S. L.
    Vice President Of Business Development
    Phone icon
    United StatesNew York
    Apr 09, 2026
  • Stylized image of a person
    D. S.
    Branch Operations Manager
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    Mar 26, 2026
  • Stylized image of a person
    M. C.
    Client Relationship Manager
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    United StatesNew York
    Mar 26, 2026

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 Highway Islip Terrace, New York 11752 United States; 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 7 employees as of April 2026. 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 April 2026, 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.
  • Branch Operations Manager: D. S.

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