Amanda Laurel Rocca

Employer firm

Highline Wealth Partners CRD 284712

$868M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 11/2023
  Hall Private Wealth Advisors
  Solana Beach, CA
• 03/2017 → 11/2023
  Ms Howells & Co
  Scottsdale, AZ
• 11/2023 → 03/2024
  Aw Securities
  Folsom, CA
• 11/2023 → 03/2024
  Allworth Financial
  Folsom, CA
• 03/2024 → Present
  Highline Wealth Partners
  Sherman Oaks, CA

Previous Registrations

• 2023-11-13 → 2024-03-15
  Allworth Financial, L.P.
  San Diego, CA
  Folsom, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-19

Other Names

• Mandy Rocca
• Amanda Laurel Rocco
• Amanda Laurel Rocca
• Amanda L Rocca