Rocco Muratore
Rocco Muratore is a registered investment advisor at Planmember Securities Corporation, based in Farmingville, NY, with 37 years of industry experience. Rocco is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
2410 North Ocean Avenue, Suite 401, Farmingville, NY, 11738
Get directionsHistory
Regulatory History (1)
Criminal
May 1989Other Business ActivitiesSells Insurance
Rocco is the Vice President of Mutual, Inc., offering fixed insurance products and tax preparation, dedicating about 10-20% of his time. He is also a general partner with 25% ownership in The Carnikki Group, focused on tax planning, spending a few hours per week on this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Prime Capital Services, INC.Broker
Vantage Financial Services, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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