Mark Rose
Rockline Wealth Management · Islip Terrace, New York
Mark Rose is a fee-only financial advisor at Rockline Wealth Management in Islip Terrace, New York. Rockline Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Rockline Wealth Management |
|---|---|
| Based in | Islip Terrace, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $749.6M across 1,494 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 1210133 |
| Exams passed | Series 63 (1983) · Series 65 (1993) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.rocklinewealth.com |
| Profile |
How Mark's firm compares
- Rockline Wealth Management's average account is about $502,000, from its Form ADV (assets managed divided by 1,494 accounts).
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Questions about Mark
Is Mark Rose a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Rockline Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Rockline Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Rose based?
Mark Rose is based in Islip Terrace, New York.
Is Mark Rose registered with the SEC?
Yes. Mark Rose is registered as an investment adviser representative in NY and TX (CRD 1210133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rockline Wealth Management manage?
Rockline Wealth Management reports $749.6M across 1,494 accounts in assets under management.
How do I contact Mark Rose?
Through Mark's website, www.rocklinewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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