Nicholas Coluzzi
Rockline Wealth Management · Islip Terrace, New York
Nicholas Coluzzi 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 · CRD 6935105 |
| Exams passed | Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.rocklinewealth.com |
How Nicholas'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 Nicholas
Is Nicholas Coluzzi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas 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 Nicholas charge for financial advice?
Nicholas's firm, Rockline Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicholas Coluzzi based?
Nicholas Coluzzi is based in Islip Terrace, New York.
Is Nicholas Coluzzi registered with the SEC?
Yes. Nicholas Coluzzi is registered as an investment adviser representative in NY (CRD 6935105), 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 Nicholas Coluzzi?
Through Nicholas'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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