Connor James Mushorn
Investment adviser representative at Rockline Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$749.6MFirm assets
3 yearsFirm in business
Are you Connor James Mushorn? Claim your profile
Contact this firm
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
11 years in the industry.
- Rockline Wealth Management LLCJun 2026 to now
- Ithaca CollegeAug 2022 to May 2026
- West Islip High SchoolSep 2018 to Jun 2022
- Beach Street Middle SchoolSep 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8292467
- Firm CRD
- 324004