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Nicholas Anthony Coluzzi

Rockline Wealth Management LLC

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About Nicholas Anthony Coluzzi

Nicholas Anthony Coluzzi is a registered Investment Advisor Representative (IAR) with Rockline Wealth Management LLC. Nicholas is also a registered representative with the firm. Nicholas has been in the industry since 2018 and is registered in New York. Nicholas has earned the Series 7, Series 66 and SIE licenses. Prior to his current role, Nicholas was employed by LPL Financial LLC. Rockline Wealth Management LLC is a Registered Investment Adviser that provides investment advisory services to individuals, families, and trusts.

Firm Information

Nicholas Coluzzi is currently registered with Rockline Wealth Management LLC. Rockline Wealth Management LLC is an independent wealth management firm headquartered in Plainview, NY. The firm manages over $631 million in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and individuals. They offer a variety of services, including financial planning, portfolio management, and pension consulting.
Rockline Wealth Management LLC

255 EXECUTIVE DRIVE

PLAINVIEW, NY 11803

$631.68M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Coluzzi’s Registration & Firm History

NY

05/28/2023 - Present

Rockline Wealth Management LLC (ISLIP TERRACE NY)

NY

08/09/2018 - 06/18/2024

LPL FINANCIAL LLC (PLAINVIEW NY)

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Licenses & Designations

BOTH

Issued 08/31/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Anthony Coluzzi.
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