Rockline Wealth Management, Llc
Rockline Wealth Management, LLC is a financial services firm built on 3 pillars: Reliability, Transparency, and Simplicity. With over 80 years of combined experience advising clients on their financial needs, our team at RWM strives to provide an unparalleled level of client service and education. Rockline Wealth Management, LLC is registered as an investment adviser with U.S. Security and Exchange Commission and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Third party posts found on this profile are not an endorsement and do not reflect the views of Rockline Wealth Management, LLC.
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Verified contacts
13
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
2
tools in use
Monthly traffic
82
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- NC
Nicholas Coluzzi
Vice President - Research & Trading Operations · Other
EmailPhone - ST
Stephanie Tumminello
Client Relationship Manager · Customer/Client Service
EmailPhone - MR
Mark Rose
Managing Partner · General Business & Management
EmailPhone - AS
Anthony Santo
Vice President, Wealth Management Advisor · Finance & Accounting
EmailPhone - DS
Daniel Schwartz
Branch Operations Manager · Operations
EmailPhone - MC
Mary Clemente
Bartender Employee Trainer · Other
EmailPhone
Showing 6 of 13 verified contacts
Top roles at Rockline Wealth Management, Llc
11 distinct titles indexed · top 10 shown.
- 2wealth management intern
- 1bartender employee trainer
- 1branch operations manager
- 1client relationship manager
- 1founder
- 1machine operator
- 1managing partner
- 1real estate agent
- 1student at fairfield university
- 1vice president - research & trading operations
- +1more titles
Sign up to unlock all 13 contacts at Rockline Wealth Management, Llc
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