Rockline Wealth Management

Rockline Wealth Management Joins LPL

June 28, 2018

LPL Financial

LPL Financial LLC today proudly welcomes Rockline Wealth Management to LPL’s broker/dealer and corporate registered investment advisor (RIA) platforms. Rockline Wealth Management reported that it served approximately $415 million of client brokerage and advisory assets as of April 20*.

Based in Plainview, N.Y, the Rockline Wealth Management team includes three advisors, Mark Rose, Robert Krivit and Gabriel Gallante, and two support staff members. The team services high-net-worth to ultra-high-net-worth families and business owners and collectively has over 80 years of financial planning experience.

“We are excited to join the LPL team and make the move to independence,” said Gabriel Gallante, managing partner at Rockline. “The industry is continuing to evolve and consolidate, and we were looking for a partner who could provide the stability and the freedom to be able to deliver on our client’s unique needs. In addition, we are looking forward to taking advantage of LPL’s technology, products and platforms, which will help us to stay ahead of the curve in an ever-changing landscape.”

*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third party custodians. Reported assets have not been independently and fully verified by LPL Financial.

**As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

Rockline Wealth Management and LPL Financial are separate entities.