Rocco Muratore
Rocco Muratore is a registered investment advisor at Planmember Securities Corporation, based in Farmingville, NY, with 36 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
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.