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.

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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
    10
    MILLIONS
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $150,000
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

CA, HI, MD, MI, NC, NJ, OH

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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