Rocco Taraborrelli, financial advisor Turnersville NJ
93 score

Rocco Taraborrelli

CRD Number: 1844087
Current Firm: Guardian Pointe Private Wealth Management, LLC

Rocco Taraborrelli (CRD# 1844087) is an Investment Advisor Representative working at Guardian Pointe Private Wealth Management, LLC in Turnersville, NJ and has over 29 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Turnersville NJ
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Similar Advisors
Jeffrey Jones, financial advisor Turnersville NJ
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Similar Advisors
Steven Boorstein, financial advisor Turnersville NJ
Steven A. Boorstein
CRD# 3179971
Rockcrest Financial LLC
Company Name Location Dates Years
Guardian Pointe Private Wealth Management Brighton, MI Jan 2018 - Current < 1
Lincoln Financial Securities Corporation Turnersville, NJ Jan 2016 - Current 2
Monroe Brokerage Associates Williamstown, NJ Jan 1992 - Current 26
Monroe Brokerage Association Inc. Williamstown, NJ Jan 1991 - Current 27
Cetera Advisors LLC Denver, CO Jan 2013 - Dec 2015 2
Multi-financial Securities Corporation Denver, CO Jul 2007 - Dec 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Rocco P. Taraborrelli
Phone Number: 8449441044
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.