Nicholas Anthony Coluzzi
Investment adviser representative at Rockline Wealth Management LLC
13 yearsExperience
1 stateRegistered in
$749.6MFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Rockline Wealth Management LLCMay 2023 to now
- LPL Financial LLCJul 2018 to Jun 2024
- LPL Financial LLC dba Rockline Wealth ManagementApr 2018 to Jul 2018
- New York Sports ClubsMar 2013 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Rockline Wealth Management LLC
$749.6MAssets managed
918Clients
5Advisers
3 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
- 6935105
- Firm CRD
- 324004