Gabriel Gallante
Gabriel Gallante is a registered investment advisor at Rockline Wealth Management LLC, based in Islip Terrace, NY, with 13 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 918 clients with $750M 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 | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable.
Fee Estimator
Location
2701 Sunrise Highway, Islip Terrace, NY, 11752
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gabriel is an insurance agent selling non-variable insurance products since 2019, dedicating about 10-20% of his time. He also owns the real estate occupied by Rockline Wealth Management LLC, but spends no time on this activity.
Employment History
Current Registrations
Rockline Wealth Management LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Olympia Asset Management,ltd.Broker
State Registrations2 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.