Rochelle Andrea Tocchini
Investment adviser representative at Lexaurum Advisors
12 yearsExperience
2 statesRegistered in
$1.3BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Lexaurum Advisors, LLCApr 2018 to now
- Gemini Financial AdvisorsJun 2014 to now
- Summit Brokerage Services, Inc.Sep 2016 to Apr 2018
- Summit Financial Group IncSep 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Lexaurum Advisors
Legal name: Lexaurum Advisors, LLC
$1.3BAssets managed
2,230Clients
35Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2653988
- Firm CRD
- 283653